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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
Aug 24, 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 (1.26B). FBDIX pays higher dividends than JFNIX: FBDIX (1.68) vs JFNIX (0.42). 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 : 61.83 vs. JFNIX (34.66). FBDIX return over 5 years is better than : 41.66 vs. JFNIX (26.14).
| 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 | 26.777 | 14.145 | 189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 5.81B | 22% |
| Annual Yield % from dividends | 1.68 | 0.42 | 404% |
| Returns for 1 year | 61.83 | 34.66 | 178% |
| Returns for 3 years | 91.41 | 35.88 | 255% |
| Returns for 5 years | 41.66 | 26.14 | 159% |
| Returns for 10 years | 51.81 | 90.06 | 58% |
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