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FBMTX vs JAAKX
FBMTX vs JAAKX Comparison Chart
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FBMTX vs. JAAKX commentary
May 13, 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 JAAKX is a Sell.
FUNDAMENTALS
Fundamentals
FBMTX has more cash in the bank: 4.43B vs. JAAKX (103M). JAAKX pays higher dividends than FBMTX: JAAKX (1.73) vs FBMTX (1.05). FBMTX was incepted earlier than JAAKX: FBMTX (5 years) vs JAAKX (5 years). JAAKX (0.88) is less costly to investors than FBMTX (0.48). JAAKX is a more actively managed with annual turnover of: 41.00 vs. FBMTX (4.00). FBMTX has a lower initial minimum investment than JAAKX: FBMTX (250) vs JAAKX (1000000). FBMTX (6.66) and JAAKX (6.65) have marching annual gain over last year.
| FBMTX | JAAKX | FBMTX / JAAKX | |
| Total Expense Ratio | 0.48 | 0.32 | 150% |
| Annual Report Gross Expense Ratio | 0.48 | 0.88 | 55% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 0.801 | 0.710 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 103M | 4,297% |
| Annual Yield % from dividends | 1.05 | 1.73 | 61% |
| Returns for 1 year | 6.66 | 6.65 | 100% |
| Returns for 3 years | 29.97 | 29.70 | 101% |
| Returns for 5 years | 65.42 | N/A | - |
| Returns for 10 years | N/A | N/A | - |