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FBDIX vs JFNIX
FBDIX vs JFNIX Comparison
Open Charts FBDIX vs JFNIX
FBDIX vs JFNIX Comparison Chart in %
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FBDIX vs. JFNIX commentary
Aug 04, 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: 5.81B vs. FBDIX (1.15B). FBDIX pays higher dividends than JFNIX: FBDIX (1.68) 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 : 57.98 vs. JFNIX (36.28). FBDIX return over 5 years is better than : 28.77 vs. JFNIX (22.12).
| 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 | 17.027 | 9.549 | 178% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 5.81B | 20% |
| Annual Yield % from dividends | 1.68 | 0.41 | 406% |
| Returns for 1 year | 57.98 | 36.28 | 160% |
| Returns for 3 years | 75.64 | 28.29 | 267% |
| Returns for 5 years | 28.77 | 22.12 | 130% |
| Returns for 10 years | 43.01 | 82.16 | 52% |
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