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FBJTX vs IRSVX
FBJTX vs IRSVX Comparison Chart
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FBJTX vs. IRSVX commentary
Jan 20, 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 FBJTX is a Hold and IRSVX is a Hold.
FUNDAMENTALS
Fundamentals
FBJTX has more cash in the bank: 24.9B vs. IRSVX (132M). IRSVX pays higher dividends than FBJTX: IRSVX (1.70) vs FBJTX (1.30). FBJTX was incepted earlier than IRSVX: FBJTX (11 years) vs IRSVX (12 years). IRSVX is a more actively managed with annual turnover of: 103.00 vs. FBJTX (1.00). FBJTX has a lower initial minimum investment than IRSVX: FBJTX (250) vs IRSVX (250000). IRSVX annual gain was more profitable for investors over the last year : 17.41 vs. FBJTX (16.45). FBJTX return over 5 years is better than : 32.83 vs. IRSVX (22.32).
| FBJTX | IRSVX | FBJTX / IRSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 2.067 | 1.865 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 132M | 18,864% |
| Annual Yield % from dividends | 1.30 | 1.70 | 76% |
| Returns for 1 year | 16.45 | 17.41 | 95% |
| Returns for 3 years | 9.14 | 12.90 | 71% |
| Returns for 5 years | 32.83 | 22.32 | 147% |
| Returns for 10 years | 78.39 | 58.86 | 133% |
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