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FBIOX vs JFNIX
FBIOX vs JFNIX Comparison Chart in %
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FBIOX vs. JFNIX commentary
Jul 05, 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 FBIOX is a Buy and JFNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. FBIOX (3.75B). FBIOX pays higher dividends than JFNIX: FBIOX (1.26) vs JFNIX (0.41). FBIOX was incepted earlier than JFNIX: FBIOX (40 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FBIOX (0.63). FBIOX is a more actively managed with annual turnover of: 38.00 vs. JFNIX (35.00). FBIOX has a lower initial minimum investment than JFNIX: FBIOX (0) vs JFNIX (2500). FBIOX annual gain was more profitable for investors over the last year : -1.38 vs. JFNIX (-11.79). JFNIX return over 5 years is better than : 5.07 vs. FBIOX (-21.80).
| FBIOX | JFNIX | FBIOX / JFNIX | |
| Total Expense Ratio | 0.63 | 0.77 | 82% |
| Annual Report Gross Expense Ratio | 0.63 | 0.77 | 82% |
| Fund Existence | 40 years | 16 years | - |
| Gain YTD | -1.902 | -2.632 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 4.35B | 86% |
| Annual Yield % from dividends | 1.26 | 0.41 | 308% |
| Returns for 1 year | -1.38 | -11.79 | 12% |
| Returns for 3 years | 27.68 | 9.35 | 296% |
| Returns for 5 years | -21.80 | 5.07 | -430% |
| Returns for 10 years | -30.54 | 11.51 | -265% |
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