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FBMTX vs JAAVX
FBMTX vs JAAVX Comparison Chart
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FBMTX vs. JAAVX 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 JAAVX is a Hold.
FUNDAMENTALS
Fundamentals
FBMTX has more cash in the bank: 4.43B vs. JAAVX (114M). JAAVX pays higher dividends than FBMTX: JAAVX (1.76) vs FBMTX (1.05). FBMTX was incepted earlier than JAAVX: FBMTX (5 years) vs JAAVX (5 years). JAAVX (1.19) is less costly to investors than FBMTX (0.48). JAAVX has a lower initial minimum investment than FBMTX: JAAVX (0) vs FBMTX (250). FBMTX annual gain was more profitable for investors over the last year : 6.91 vs. JAAVX (5.51).
| FBMTX | JAAVX | FBMTX / JAAVX | |
| Total Expense Ratio | 0.48 | 0.63 | 76% |
| Annual Report Gross Expense Ratio | 0.48 | 1.19 | 40% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 0.801 | 0.230 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 114M | 3,882% |
| Annual Yield % from dividends | 1.05 | 1.76 | 60% |
| Returns for 1 year | 6.91 | 5.51 | 125% |
| Returns for 3 years | 32.06 | 26.28 | 122% |
| Returns for 5 years | 61.32 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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