Ad is loading...
FBIOX vs JFNIX
FBIOX vs JFNIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBIOX vs. JFNIX commentary
May 12, 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 Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. FBIOX (3.9B). FBIOX pays higher dividends than JFNIX: FBIOX (1.24) vs JFNIX (0.39). FBIOX was incepted earlier than JFNIX: FBIOX (39 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 : -7.70 vs. JFNIX (-12.86). JFNIX return over 5 years is better than : 9.52 vs. FBIOX (-21.00).
| FBIOX | JFNIX | FBIOX / JFNIX | |
| Total Expense Ratio | 0.63 | 0.77 | 82% |
| Annual Report Gross Expense Ratio | 0.63 | 0.77 | 82% |
| Fund Existence | 39 years | 16 years | - |
| Gain YTD | -11.143 | -5.998 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 4.66B | 84% |
| Annual Yield % from dividends | 1.24 | 0.39 | 314% |
| Returns for 1 year | -7.70 | -12.86 | 60% |
| Returns for 3 years | 29.70 | 10.45 | 284% |
| Returns for 5 years | -21.00 | 9.52 | -220% |
| Returns for 10 years | -32.51 | 10.24 | -317% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GCEEX | 8.99 | 0.11 | +1.24% |
| Goldman Sachs Clean Energy Income R6 | |||
| CRLSX | 10.29 | 0.04 | +0.39% |
| Catholic Rspnsbl Invstmnts Intl Eq Ins | |||
| FMXSX | 7.22 | N/A | N/A |
| Federated Hermes Max-Cap Index Svc | |||
| JABLX | 51.05 | -0.04 | -0.08% |
| Janus Henderson VIT Balanced Instl | |||
| IMOWX | 23.74 | -0.11 | -0.46% |
| Voya MidCap Opportunities W | |||