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FBGTX vs JLIIX
FBGTX vs JLIIX Comparison Chart
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FBGTX vs. JLIIX 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 JLIIX is a Hold.
FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 44.2B vs. JLIIX (890M). JLIIX pays higher dividends than FBGTX: JLIIX (2.33) vs FBGTX (1.51). FBGTX was incepted earlier than JLIIX: FBGTX (11 years) vs JLIIX (14 years). JLIIX (0.90) is less costly to investors than FBGTX (0.44). FBGTX has a lower initial minimum investment than JLIIX: FBGTX (250) vs JLIIX (1000000). FBGTX annual gain was more profitable for investors over the last year : 7.30 vs. JLIIX (6.42). FBGTX return over 5 years is better than : 45.11 vs. JLIIX (19.20).
| FBGTX | JLIIX | FBGTX / JLIIX | |
| Total Expense Ratio | 0.44 | 0.58 | 76% |
| Annual Report Gross Expense Ratio | 0.44 | 0.90 | 49% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 1.421 | 0.380 | 374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2B | 890M | 4,966% |
| Annual Yield % from dividends | 1.51 | 2.33 | 65% |
| Returns for 1 year | 7.30 | 6.42 | 114% |
| Returns for 3 years | 25.71 | 5.05 | 509% |
| Returns for 5 years | 45.11 | 19.20 | 235% |
| Returns for 10 years | 60.15 | 0.99 | 6,083% |
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