Interact to see
Advertisement
Advertisement
FBAFX vs JDVAX
FBAFX vs JDVAX Comparison
Open Charts FBAFX vs JDVAX
FBAFX vs JDVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBAFX vs. JDVAX commentary
Sep 12, 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 FBAFX is a Hold and JDVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 285B vs. JDVAX (518M). JDVAX pays higher dividends than FBAFX: JDVAX (2.25) vs FBAFX (2.01). FBAFX was incepted earlier than JDVAX: FBAFX (6 years) vs JDVAX (23 years). JDVAX (1.29) is less costly to investors than FBAFX (0.33). JDVAX is a more actively managed with annual turnover of: 83.00 vs. FBAFX (50.00). FBAFX has a lower initial minimum investment than JDVAX: FBAFX (250) vs JDVAX (1000). FBAFX annual gain was more profitable for investors over the last year : 6.93 vs. JDVAX (-4.17). FBAFX return over 5 years is better than : 34.96 vs. JDVAX (-9.04).
| FBAFX | JDVAX | FBAFX / JDVAX | |
| Total Expense Ratio | 0.33 | 0.96 | 34% |
| Annual Report Gross Expense Ratio | 0.33 | 1.29 | 26% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 8.675 | 4.431 | 196% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 518M | 55,019% |
| Annual Yield % from dividends | 2.01 | 2.25 | 89% |
| Returns for 1 year | 6.93 | -4.17 | -166% |
| Returns for 3 years | 42.50 | 24.04 | 177% |
| Returns for 5 years | 34.96 | -9.04 | -386% |
| Returns for 10 years | N/A | 16.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement