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FBTIX vs JFNIX
FBTIX vs JFNIX Comparison Chart in %
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FBTIX vs. JFNIX commentary
Jan 15, 2026
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 Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. FBTIX (1.84B). FBTIX pays higher dividends than JFNIX: FBTIX (1.15) vs JFNIX (0.45). FBTIX was incepted earlier than JFNIX: FBTIX (25 years) vs JFNIX (17 years). JFNIX (0.77) is less costly to investors than FBTIX (0.71). FBTIX is a more actively managed with annual turnover of: 51.00 vs. JFNIX (30.00). 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 : 44.85 vs. JFNIX (24.06). JFNIX return over 5 years is better than : 17.25 vs. FBTIX (14.65).
| 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 | 17 years | - |
| Gain YTD | -0.921 | 2.378 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 5.36B | 34% |
| Annual Yield % from dividends | 1.15 | 0.45 | 256% |
| Returns for 1 year | 44.85 | 24.06 | 186% |
| Returns for 3 years | 56.83 | 24.03 | 236% |
| Returns for 5 years | 14.65 | 17.25 | 85% |
| Returns for 10 years | 97.21 | 88.83 | 109% |
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