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FBMTX vs JAAFX
FBMTX vs JAAFX Comparison Chart in %
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FBMTX vs. JAAFX commentary
Aug 06, 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 FBMTX is a Hold and JAAFX is a Hold.
FUNDAMENTALS
Fundamentals
FBMTX has more cash in the bank: 5.12B vs. JAAFX (121M). JAAFX pays higher dividends than FBMTX: JAAFX (1.52) vs FBMTX (0.94). FBMTX was incepted earlier than JAAFX: FBMTX (5 years) vs JAAFX (5 years). JAAFX (0.92) is less costly to investors than FBMTX (0.48). JAAFX is a more actively managed with annual turnover of: 41.00 vs. FBMTX (4.00). JAAFX has a lower initial minimum investment than FBMTX: JAAFX (0) vs FBMTX (250). FBMTX annual gain was more profitable for investors over the last year : 17.77 vs. JAAFX (13.77).
| FBMTX | JAAFX | FBMTX / JAAFX | |
| Total Expense Ratio | 0.48 | 0.36 | 133% |
| Annual Report Gross Expense Ratio | 0.48 | 0.92 | 52% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 11.906 | 8.588 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 121M | 4,227% |
| Annual Yield % from dividends | 0.94 | 1.52 | 62% |
| Returns for 1 year | 17.77 | 13.77 | 129% |
| Returns for 3 years | 41.93 | 38.94 | 108% |
| Returns for 5 years | 57.53 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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