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FBDIX vs JFNIX
FBDIX vs JFNIX Comparison Chart
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FBDIX vs. JFNIX commentary
Jun 14, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. FBDIX (711M). JFNIX pays higher dividends than FBDIX: JFNIX (0.42) 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 : -11.95 vs. FBDIX (-14.75). JFNIX return over 5 years is better than : 13.84 vs. FBDIX (-25.16).
| 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 | -1.246 | -1.691 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 4.35B | 16% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -14.75 | -11.95 | 123% |
| Returns for 3 years | 34.57 | 20.86 | 166% |
| Returns for 5 years | -25.16 | 13.84 | -182% |
| Returns for 10 years | -39.65 | 13.00 | -305% |
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