Interact to see
Advertisement
Advertisement
FBDIX vs JFNIX
FBDIX vs JFNIX Comparison
Open Charts FBDIX vs JFNIX
FBDIX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBDIX vs. JFNIX commentary
Jul 14, 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 FBDIX is a StrongBuy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. FBDIX (1.19B). FBDIX pays higher dividends than JFNIX: FBDIX (1.65) vs JFNIX (0.41). FBDIX was incepted earlier than JFNIX: FBDIX (29 years) vs JFNIX (17 years). FBDIX (1.03) is less costly to investors than JFNIX (0.78). JFNIX is a more actively managed with annual turnover of: 30.00 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 : 71.80 vs. JFNIX (33.22). FBDIX return over 5 years is better than : 30.14 vs. JFNIX (22.34).
| FBDIX | JFNIX | FBDIX / JFNIX | |
| Total Expense Ratio | 1.02 | 0.78 | 131% |
| Annual Report Gross Expense Ratio | 1.03 | 0.78 | 132% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 20.967 | 9.118 | 230% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 5.81B | 21% |
| Annual Yield % from dividends | 1.65 | 0.41 | 398% |
| Returns for 1 year | 71.80 | 33.22 | 216% |
| Returns for 3 years | 85.42 | 29.35 | 291% |
| Returns for 5 years | 30.14 | 22.34 | 135% |
| Returns for 10 years | 57.42 | 88.67 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement