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FBMTX vs JAAJX
FBMTX vs JAAJX Comparison Chart in %
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FBMTX vs. JAAJX commentary
Jul 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 FBMTX is a Hold and JAAJX is a Hold.
FUNDAMENTALS
Fundamentals
FBMTX has more cash in the bank: 4.43B vs. JAAJX (117M). JAAJX pays higher dividends than FBMTX: JAAJX (1.46) vs FBMTX (0.94). FBMTX was incepted earlier than JAAJX: FBMTX (5 years) vs JAAJX (5 years). JAAJX (1.23) is less costly to investors than FBMTX (0.48). JAAJX is a more actively managed with annual turnover of: 41.00 vs. FBMTX (4.00). JAAJX has a lower initial minimum investment than FBMTX: JAAJX (0) vs FBMTX (250). FBMTX annual gain was more profitable for investors over the last year : 14.10 vs. JAAJX (12.78).
| FBMTX | JAAJX | FBMTX / JAAJX | |
| Total Expense Ratio | 0.48 | 0.57 | 84% |
| Annual Report Gross Expense Ratio | 0.48 | 1.23 | 39% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 11.391 | 9.858 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 117M | 3,783% |
| Annual Yield % from dividends | 0.94 | 1.46 | 65% |
| Returns for 1 year | 14.10 | 12.78 | 110% |
| Returns for 3 years | 50.35 | 46.89 | 107% |
| Returns for 5 years | 64.60 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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