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
Oct 21, 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 Hold and JFNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.57B vs. FBTIX (1.61B). FBTIX pays higher dividends than JFNIX: FBTIX (2.31) vs JFNIX (0.38). 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: 51.00 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 : 7.22 vs. JFNIX (-5.65). FBTIX return over 5 years is better than : 16.02 vs. JFNIX (11.17).
| 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 | 30.857 | 11.511 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 4.57B | 35% |
| Annual Yield % from dividends | 2.31 | 0.38 | 610% |
| Returns for 1 year | 7.22 | -5.65 | -128% |
| Returns for 3 years | 56.11 | 24.08 | 233% |
| Returns for 5 years | 16.02 | 11.17 | 143% |
| Returns for 10 years | 66.06 | 45.88 | 144% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers