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FBKTX vs JESRX
FBKTX vs JESRX Comparison Chart
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FBKTX vs. JESRX commentary
Nov 19, 2024
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 FBKTX is a Hold and JESRX is a Hold.
FUNDAMENTALS
Fundamentals
FBKTX has more cash in the bank: 14.5B vs. JESRX (304M). JESRX pays higher dividends than FBKTX: JESRX (1.79) vs FBKTX (1.24). FBKTX was incepted earlier than JESRX: FBKTX (10 years) vs JESRX (9 years). JESRX is a more actively managed with annual turnover of: 14.00 vs. FBKTX (1.00). FBKTX has a lower initial minimum investment than JESRX: FBKTX (250) vs JESRX (1000000). JESRX (22.90) and FBKTX (22.15) have marching annual gain over last year. FBKTX return over 5 years is better than : 39.42 vs. JESRX (22.64).
| FBKTX | JESRX | FBKTX / JESRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 15.467 | 16.803 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 304M | 4,770% |
| Annual Yield % from dividends | 1.24 | 1.79 | 69% |
| Returns for 1 year | 22.15 | 22.90 | 97% |
| Returns for 3 years | 1.67 | -9.87 | -17% |
| Returns for 5 years | 39.42 | 22.64 | 174% |
| Returns for 10 years | N/A | N/A | - |
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