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FBTAX vs JFNAX
FBTAX vs JFNAX Comparison Chart
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FBTAX vs. JFNAX commentary
Apr 18, 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 FBTAX is a Buy and JFNAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNAX has more cash in the bank: 4.71B vs. FBTAX (1.39B). FBTAX pays higher dividends than JFNAX: FBTAX (2.97) vs JFNAX (0.12). FBTAX was incepted earlier than JFNAX: FBTAX (24 years) vs JFNAX (16 years). JFNAX (0.98) and FBTAX (0.96) have similar cost to investors . FBTAX is a more actively managed with annual turnover of: 73.00 vs. JFNAX (35.00). FBTAX (6%) and JFNAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than JFNAX: FBTAX (0) vs JFNAX (2500). JFNAX annual gain was more profitable for investors over the last year : -8.08 vs. FBTAX (-14.81). JFNAX return over 5 years is better than : 11.09 vs. FBTAX (-12.93).
| FBTAX | JFNAX | FBTAX / JFNAX | |
| Total Expense Ratio | 0.96 | 0.98 | 98% |
| Annual Report Gross Expense Ratio | 0.96 | 0.98 | 98% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -14.002 | -4.740 | 295% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 4.71B | 30% |
| Annual Yield % from dividends | 2.97 | 0.12 | 2,386% |
| Returns for 1 year | -14.81 | -8.08 | 183% |
| Returns for 3 years | 1.10 | -1.57 | -70% |
| Returns for 5 years | -12.93 | 11.09 | -117% |
| Returns for 10 years | -16.28 | 6.03 | -270% |
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