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FBGTX vs JLIEX
FBGTX vs JLIEX Comparison Chart in %
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FBGTX vs. JLIEX commentary
Jun 25, 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 FBGTX is a Hold and JLIEX is a Hold.
FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 46.7B vs. JLIEX (927M). JLIEX pays higher dividends than FBGTX: JLIEX (1.76) vs FBGTX (1.44). FBGTX was incepted earlier than JLIEX: FBGTX (11 years) vs JLIEX (13 years). JLIEX (1.40) is less costly to investors than FBGTX (0.44). JLIEX has a lower initial minimum investment than FBGTX: JLIEX (0) vs FBGTX (250). FBGTX annual gain was more profitable for investors over the last year : 9.45 vs. JLIEX (7.90). FBGTX return over 5 years is better than : 44.30 vs. JLIEX (14.94).
| FBGTX | JLIEX | FBGTX / JLIEX | |
| Total Expense Ratio | 0.44 | 1.08 | 41% |
| Annual Report Gross Expense Ratio | 0.44 | 1.40 | 31% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 6.467 | 4.571 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.7B | 927M | 5,038% |
| Annual Yield % from dividends | 1.44 | 1.76 | 82% |
| Returns for 1 year | 9.45 | 7.90 | 120% |
| Returns for 3 years | 33.06 | 9.24 | 358% |
| Returns for 5 years | 44.30 | 14.94 | 297% |
| Returns for 10 years | 68.12 | 2.03 | 3,350% |
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