Interact to see
Advertisement
Advertisement
FBDIX vs JFNIX
FBDIX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBDIX vs. JFNIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. FBDIX (987M). JFNIX pays higher dividends than FBDIX: JFNIX (0.35) vs FBDIX (0.00). FBDIX was incepted earlier than JFNIX: FBDIX (28 years) vs JFNIX (16 years). FBDIX (1.03) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. FBDIX (21.87). FBDIX has a lower initial minimum investment than JFNIX: FBDIX (1000) vs JFNIX (2500). FBDIX annual gain was more profitable for investors over the last year : 29.65 vs. JFNIX (11.21). JFNIX return over 5 years is better than : 18.02 vs. FBDIX (-2.64).
| FBDIX | JFNIX | FBDIX / JFNIX | |
| Total Expense Ratio | 1.02 | 0.77 | 132% |
| Annual Report Gross Expense Ratio | 1.03 | 0.77 | 134% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 44.952 | 20.715 | 217% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 987M | 4.95B | 20% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | 29.65 | 11.21 | 264% |
| Returns for 3 years | 62.97 | 27.06 | 233% |
| Returns for 5 years | -2.64 | 18.02 | -15% |
| Returns for 10 years | 1.66 | 52.57 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement