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FRBRX vs JFNIX
FRBRX vs JFNIX Comparison Chart in %
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FRBRX 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 FRBRX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. FRBRX (1.01B). FRBRX pays higher dividends than JFNIX: FRBRX (2.06) vs JFNIX (0.45). FRBRX was incepted earlier than JFNIX: FRBRX (13 years) vs JFNIX (17 years). FRBRX (0.77) and JFNIX (0.77) have similar cost to investors . JFNIX is a more actively managed with annual turnover of: 30.00 vs. FRBRX (21.87). JFNIX has a lower initial minimum investment than FRBRX: JFNIX (2500) vs FRBRX (1000000). FRBRX annual gain was more profitable for investors over the last year : 47.64 vs. JFNIX (24.06). JFNIX return over 5 years is better than : 17.25 vs. FRBRX (0.07).
| FRBRX | JFNIX | FRBRX / JFNIX | |
| Total Expense Ratio | 0.67 | 0.77 | 87% |
| Annual Report Gross Expense Ratio | 0.77 | 0.77 | 100% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 1.170 | 2.378 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 5.36B | 19% |
| Annual Yield % from dividends | 2.06 | 0.45 | 458% |
| Returns for 1 year | 47.64 | 24.06 | 198% |
| Returns for 3 years | 56.83 | 24.03 | 236% |
| Returns for 5 years | 0.07 | 17.25 | 0% |
| Returns for 10 years | 37.60 | 88.83 | 42% |
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