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FBGTX vs JLIEX
FBGTX vs JLIEX Comparison Chart
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FBGTX vs. JLIEX commentary
May 10, 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: 44.2B vs. JLIEX (890M). JLIEX pays higher dividends than FBGTX: JLIEX (1.84) vs FBGTX (1.51). 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 : 7.30 vs. JLIEX (5.93). FBGTX return over 5 years is better than : 45.11 vs. JLIEX (16.81).
| 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 | 1.421 | 0.286 | 497% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2B | 890M | 4,966% |
| Annual Yield % from dividends | 1.51 | 1.84 | 82% |
| Returns for 1 year | 7.30 | 5.93 | 123% |
| Returns for 3 years | 25.71 | 3.97 | 648% |
| Returns for 5 years | 45.11 | 16.81 | 268% |
| Returns for 10 years | 60.15 | -2.23 | -2,699% |
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