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FBDIX vs JFNIX
FBDIX vs JFNIX Comparison Chart
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FBDIX vs. JFNIX commentary
Mar 11, 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 StrongBuy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. FBDIX (774M). JFNIX pays higher dividends than FBDIX: JFNIX (0.38) 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 : -5.22 vs. FBDIX (-15.06). JFNIX return over 5 years is better than : 35.76 vs. FBDIX (-7.74).
| 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 | 0.938 | 4.528 | 21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 4.95B | 16% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | -15.06 | -5.22 | 288% |
| Returns for 3 years | 16.60 | 16.01 | 104% |
| Returns for 5 years | -7.74 | 35.76 | -22% |
| Returns for 10 years | -36.76 | 26.70 | -138% |
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