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FBRLX vs JSRAX
FBRLX vs JSRAX Comparison Chart in %
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FBRLX vs. JSRAX commentary
Nov 20, 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 FBRLX is a Hold and JSRAX is a Hold.
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.1B vs. FBRLX (44.2M). FBRLX pays higher dividends than JSRAX: FBRLX (4.71) vs JSRAX (3.30). FBRLX was incepted earlier than JSRAX: FBRLX (19 years) vs JSRAX (20 years). FBRLX (1.71) is less costly to investors than JSRAX (0.90). FBRLX is a more actively managed with annual turnover of: 38.32 vs. JSRAX (12.00). JSRAX has a lower initial minimum investment than FBRLX: JSRAX (500) vs FBRLX (1000). JSRAX annual gain was more profitable for investors over the last year : 9.17 vs. FBRLX (6.96). FBRLX return over 5 years is better than : 17.33 vs. JSRAX (8.76).
| FBRLX | JSRAX | FBRLX / JSRAX | |
| Total Expense Ratio | 1.01 | 0.69 | 146% |
| Annual Report Gross Expense Ratio | 1.71 | 0.90 | 190% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 7.554 | 10.065 | 75% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 2.1B | 2% |
| Annual Yield % from dividends | 4.71 | 3.30 | 143% |
| Returns for 1 year | 6.96 | 9.17 | 76% |
| Returns for 3 years | 29.23 | 29.10 | 100% |
| Returns for 5 years | 17.33 | 8.76 | 198% |
| Returns for 10 years | 37.74 | 22.49 | 168% |
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