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FBAFX vs JDVZX
FBAFX vs JDVZX Comparison
Open Charts FBAFX vs JDVZX
FBAFX vs JDVZX Comparison Chart in %
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FBAFX vs. JDVZX commentary
Sep 13, 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 Buy and JDVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 285B vs. JDVZX (518M). JDVZX pays higher dividends than FBAFX: JDVZX (2.57) vs FBAFX (2.01). FBAFX was incepted earlier than JDVZX: FBAFX (6 years) vs JDVZX (9 years). JDVZX (0.75) is less costly to investors than FBAFX (0.33). JDVZX is a more actively managed with annual turnover of: 83.00 vs. FBAFX (50.00). FBAFX has a lower initial minimum investment than JDVZX: FBAFX (250) vs JDVZX (15000000). FBAFX annual gain was more profitable for investors over the last year : 6.93 vs. JDVZX (-3.71). FBAFX return over 5 years is better than : 34.96 vs. JDVZX (-7.40).
| FBAFX | JDVZX | FBAFX / JDVZX | |
| Total Expense Ratio | 0.33 | 0.58 | 57% |
| Annual Report Gross Expense Ratio | 0.33 | 0.75 | 44% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 8.675 | 4.730 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 518M | 55,019% |
| Annual Yield % from dividends | 2.01 | 2.57 | 78% |
| Returns for 1 year | 6.93 | -3.71 | -187% |
| Returns for 3 years | 42.50 | 25.58 | 166% |
| Returns for 5 years | 34.96 | -7.40 | -473% |
| Returns for 10 years | N/A | N/A | - |
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