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FBTIX vs JFNIX
FBTIX vs JFNIX Comparison Chart
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FBTIX vs. JFNIX commentary
Jun 14, 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: 4.35B vs. FBTIX (1.28B). FBTIX pays higher dividends than JFNIX: FBTIX (3.02) vs JFNIX (0.42). FBTIX was incepted earlier than JFNIX: FBTIX (24 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 : -6.06 vs. JFNIX (-11.95). JFNIX return over 5 years is better than : 13.84 vs. FBTIX (-5.05).
| FBTIX | JFNIX | FBTIX / JFNIX | |
| Total Expense Ratio | 0.71 | 0.77 | 92% |
| Annual Report Gross Expense Ratio | 0.71 | 0.77 | 92% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -1.807 | -1.691 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 4.35B | 29% |
| Annual Yield % from dividends | 3.02 | 0.42 | 723% |
| Returns for 1 year | -6.06 | -11.95 | 51% |
| Returns for 3 years | 47.75 | 20.86 | 229% |
| Returns for 5 years | -5.05 | 13.84 | -36% |
| Returns for 10 years | -0.40 | 13.00 | -3% |
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