Interact to see
Advertisement
Advertisement
FBIOX vs JFNIX
FBIOX vs JFNIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBIOX vs. JFNIX commentary
Jun 14, 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 has more cash in the bank: 4.35B vs. FBIOX (3.67B). FBIOX pays higher dividends than JFNIX: FBIOX (1.30) vs JFNIX (0.42). 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 : -2.06 vs. JFNIX (-11.51). JFNIX return over 5 years is better than : 14.58 vs. FBIOX (-15.46).
| 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 | -2.061 | -1.059 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.67B | 4.35B | 84% |
| Annual Yield % from dividends | 1.30 | 0.42 | 312% |
| Returns for 1 year | -2.06 | -11.51 | 18% |
| Returns for 3 years | 49.07 | 20.40 | 240% |
| Returns for 5 years | -15.46 | 14.58 | -106% |
| Returns for 10 years | -28.03 | 14.22 | -197% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers