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FBDTX vs JLEIX
FBDTX vs JLEIX Comparison Chart in %
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FBDTX vs. JLEIX commentary
Sep 08, 2025
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 FBDTX is a Hold and JLEIX is a Hold.
FUNDAMENTALS
Fundamentals
FBDTX has more cash in the bank: 32.7B vs. JLEIX (710M). JLEIX pays higher dividends than FBDTX: JLEIX (3.37) vs FBDTX (2.53). FBDTX was incepted earlier than JLEIX: FBDTX (12 years) vs JLEIX (14 years). JLEIX (0.90) is less costly to investors than FBDTX (0.39). JLEIX is a more actively managed with annual turnover of: 17.00 vs. FBDTX (10.00). FBDTX has a lower initial minimum investment than JLEIX: FBDTX (250) vs JLEIX (1000000). JLEIX annual gain was more profitable for investors over the last year : 9.91 vs. FBDTX (8.62). FBDTX return over 5 years is better than : 22.42 vs. JLEIX (6.48).
| FBDTX | JLEIX | FBDTX / JLEIX | |
| Total Expense Ratio | 0.39 | 0.56 | 70% |
| Annual Report Gross Expense Ratio | 0.39 | 0.90 | 43% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 10.883 | 9.800 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 710M | 4,606% |
| Annual Yield % from dividends | 2.53 | 3.37 | 75% |
| Returns for 1 year | 8.62 | 9.91 | 87% |
| Returns for 3 years | 28.46 | 16.67 | 171% |
| Returns for 5 years | 22.42 | 6.48 | 346% |
| Returns for 10 years | 53.52 | 13.89 | 385% |
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