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FBIOX vs JFNIX
FBIOX vs JFNIX Comparison Chart in %
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FBIOX vs. JFNIX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX (4.29B) and FBIOX (4.23B) have equal amount of cash in the bank . FBIOX pays higher dividends than JFNIX: FBIOX (1.11) vs JFNIX (0.39). 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 : 1.67 vs. JFNIX (-13.57). JFNIX return over 5 years is better than : 9.32 vs. FBIOX (-4.54).
| 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 | 10.686 | 3.029 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 4.29B | 99% |
| Annual Yield % from dividends | 1.11 | 0.39 | 286% |
| Returns for 1 year | 1.67 | -13.57 | -12% |
| Returns for 3 years | 37.19 | 16.09 | 231% |
| Returns for 5 years | -4.54 | 9.32 | -49% |
| Returns for 10 years | -16.96 | 21.09 | -80% |
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