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FACTX vs JFNIX
FACTX vs JFNIX Comparison Chart
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FACTX vs. JFNIX commentary
May 24, 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 FACTX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. FACTX (3.57B). JFNIX pays higher dividends than FACTX: JFNIX (0.39) vs FACTX (0.00). FACTX was incepted earlier than JFNIX: FACTX (29 years) vs JFNIX (16 years). FACTX (1.18) is less costly to investors than JFNIX (0.77). FACTX is a more actively managed with annual turnover of: 37.00 vs. JFNIX (35.00). FACTX has a lower initial minimum investment than JFNIX: FACTX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -13.66 vs. FACTX (-17.03). JFNIX return over 5 years is better than : 6.67 vs. FACTX (-14.52).
| FACTX | JFNIX | FACTX / JFNIX | |
| Total Expense Ratio | 1.18 | 0.77 | 153% |
| Annual Report Gross Expense Ratio | 1.18 | 0.77 | 153% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | -7.894 | -6.366 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 4.66B | 77% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -17.03 | -13.66 | 125% |
| Returns for 3 years | -4.77 | 5.99 | -80% |
| Returns for 5 years | -14.52 | 6.67 | -218% |
| Returns for 10 years | 11.02 | 8.11 | 136% |
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