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FBDIX vs JFNIX
FBDIX vs JFNIX Comparison
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FBDIX vs JFNIX Comparison Chart in %
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FBDIX vs. JFNIX commentary
Sep 16, 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 Buy and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 6.03B vs. FBDIX (1.19B). FBDIX pays higher dividends than JFNIX: FBDIX (1.61) vs JFNIX (0.40). FBDIX was incepted earlier than JFNIX: FBDIX (29 years) vs JFNIX (17 years). FBDIX (1.02) is less costly to investors than JFNIX (0.78). FBDIX is a more actively managed with annual turnover of: 37.62 vs. JFNIX (30.00). 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 : 43.69 vs. JFNIX (28.11). FBDIX return over 5 years is better than : 26.47 vs. JFNIX (20.25).
| FBDIX | JFNIX | FBDIX / JFNIX | |
| Total Expense Ratio | 1.01 | 0.78 | 129% |
| Annual Report Gross Expense Ratio | 1.02 | 0.78 | 131% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 18.282 | 10.054 | 182% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 6.03B | 20% |
| Annual Yield % from dividends | 1.61 | 0.40 | 402% |
| Returns for 1 year | 43.69 | 28.11 | 155% |
| Returns for 3 years | 79.93 | 31.26 | 256% |
| Returns for 5 years | 26.47 | 20.25 | 131% |
| Returns for 10 years | 41.49 | 86.37 | 48% |
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