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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
Jun 03, 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 Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.28B vs. FBDIX (1.04B). FBDIX pays higher dividends than JFNIX: FBDIX (1.81) vs JFNIX (0.45). 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 : 56.08 vs. JFNIX (20.51). FBDIX return over 5 years is better than : 17.35 vs. JFNIX (13.17).
| 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 | 5.569 | -3.586 | -155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 5.28B | 20% |
| Annual Yield % from dividends | 1.81 | 0.45 | 406% |
| Returns for 1 year | 56.08 | 20.51 | 273% |
| Returns for 3 years | 60.78 | 14.38 | 423% |
| Returns for 5 years | 17.35 | 13.17 | 132% |
| Returns for 10 years | 32.46 | 67.83 | 48% |
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