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FBTAX vs JFNAX
FBTAX vs JFNAX Comparison Chart
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FBTAX vs. JFNAX commentary
Jan 19, 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: 4.78B vs. FBTAX (1.56B). FBTAX pays higher dividends than JFNAX: FBTAX (1.02) vs JFNAX (0.02). FBTAX was incepted earlier than JFNAX: FBTAX (24 years) vs JFNAX (16 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. JFNAX (34.00). 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 : -3.47 vs. FBTAX (-4.17). JFNAX return over 5 years is better than : 10.98 vs. FBTAX (-3.57).
| FBTAX | JFNAX | FBTAX / JFNAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -4.116 | -0.045 | 9,089% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 4.78B | 33% |
| Annual Yield % from dividends | 1.02 | 0.02 | 4,677% |
| Returns for 1 year | -4.17 | -3.47 | 120% |
| Returns for 3 years | 14.00 | 7.37 | 190% |
| Returns for 5 years | -3.57 | 10.98 | -32% |
| Returns for 10 years | 4.14 | 25.74 | 16% |
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