Interact to see
Advertisement
Advertisement
FBTIX vs JFNIX
FBTIX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTIX vs. JFNIX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBTIX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. FBTIX (1.46B). FBTIX pays higher dividends than JFNIX: FBTIX (2.56) vs JFNIX (0.39). FBTIX was incepted earlier than JFNIX: FBTIX (25 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FBTIX (0.71). FBTIX is a more actively managed with annual turnover of: 73.00 vs. JFNIX (35.00). FBTIX has a lower initial minimum investment than JFNIX: FBTIX (0) vs JFNIX (2500). FBTIX annual gain was more profitable for investors over the last year : -1.57 vs. JFNIX (-12.88). FBTIX return over 5 years is better than : 12.57 vs. JFNIX (10.19).
| FBTIX | JFNIX | FBTIX / JFNIX | |
| Total Expense Ratio | 0.71 | 0.77 | 92% |
| Annual Report Gross Expense Ratio | 0.71 | 0.77 | 92% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 15.127 | 3.852 | 393% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 4.29B | 34% |
| Annual Yield % from dividends | 2.56 | 0.39 | 657% |
| Returns for 1 year | -1.57 | -12.88 | 12% |
| Returns for 3 years | 39.81 | 17.02 | 234% |
| Returns for 5 years | 12.57 | 10.19 | 123% |
| Returns for 10 years | 18.61 | 22.06 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IJPTX | 14.96 | 0.14 | +0.94% |
| VY® JPMorgan Emerging Markets Equity S2 | |||
| PGLEX | 19.15 | 0.09 | +0.47% |
| Putnam Focused International Equity R6 | |||
| FFANX | 13.97 | 0.04 | +0.29% |
| Fidelity Asset Manager 40% | |||
| OMGCX | 27.10 | N/A | N/A |
| JPMorgan Mid Cap Growth C | |||
| AFAVX | 14.42 | N/A | N/A |
| AMG River Road Focused Absolute Value I | |||