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FBTAX vs JAGLX
FBTAX vs JAGLX Comparison
Open Charts FBTAX vs JAGLX
FBTAX vs JAGLX Comparison Chart in %
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FBTAX vs. JAGLX commentary
Jun 04, 2026
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 FBTAX is a Hold and JAGLX is a Hold.
FUNDAMENTALS
Fundamentals
JAGLX has more cash in the bank: 5.28B vs. FBTAX (1.9B). FBTAX pays higher dividends than JAGLX: FBTAX (1.13) vs JAGLX (0.37). FBTAX was incepted earlier than JAGLX: FBTAX (25 years) vs JAGLX (27 years). FBTAX (0.96) and JAGLX (0.92) have similar cost to investors . FBTAX is a more actively managed with annual turnover of: 51.00 vs. JAGLX (30.00). FBTAX has a lower initial minimum investment than JAGLX: FBTAX (0) vs JAGLX (2500). FBTAX annual gain was more profitable for investors over the last year : 50.10 vs. JAGLX (20.31). FBTAX return over 5 years is better than : 29.40 vs. JAGLX (12.20).
| FBTAX | JAGLX | FBTAX / JAGLX | |
| Total Expense Ratio | 0.96 | 0.92 | 104% |
| Annual Report Gross Expense Ratio | 0.96 | 0.92 | 104% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 2.297 | -3.642 | -63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 5.28B | 36% |
| Annual Yield % from dividends | 1.13 | 0.37 | 307% |
| Returns for 1 year | 50.10 | 20.31 | 247% |
| Returns for 3 years | 59.94 | 13.79 | 435% |
| Returns for 5 years | 29.40 | 12.20 | 241% |
| Returns for 10 years | 91.09 | 64.89 | 140% |