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FBDIX vs JFNIX
FBDIX vs JFNIX Comparison Chart
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FBDIX vs. JFNIX commentary
Apr 19, 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 FBDIX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. FBDIX (668M). JFNIX pays higher dividends than FBDIX: JFNIX (0.39) vs FBDIX (0.00). FBDIX was incepted earlier than JFNIX: FBDIX (28 years) vs JFNIX (16 years). FBDIX (1.06) is less costly to investors than JFNIX (0.77). FBDIX (35.87) and JFNIX (35.00) have comparable annual turnover. FBDIX has a lower initial minimum investment than JFNIX: FBDIX (1000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -7.78 vs. FBDIX (-18.30). JFNIX return over 5 years is better than : 12.94 vs. FBDIX (-28.48).
| FBDIX | JFNIX | FBDIX / JFNIX | |
| Total Expense Ratio | 1.05 | 0.77 | 136% |
| Annual Report Gross Expense Ratio | 1.06 | 0.77 | 138% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | -11.444 | -4.690 | 244% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 4.71B | 14% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -18.30 | -7.78 | 235% |
| Returns for 3 years | -5.09 | -0.70 | 731% |
| Returns for 5 years | -28.48 | 12.94 | -220% |
| Returns for 10 years | -45.72 | 9.62 | -475% |
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