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FBTAX vs JFNAX
FBTAX vs JFNAX Comparison Chart
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FBTAX vs. JFNAX commentary
Dec 18, 2024
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: 5.25B vs. FBTAX (1.74B). FBTAX pays higher dividends than JFNAX: FBTAX (1.02) vs JFNAX (0.02). FBTAX was incepted earlier than JFNAX: FBTAX (24 years) vs JFNAX (15 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). FBTAX annual gain was more profitable for investors over the last year : 19.17 vs. JFNAX (4.19). JFNAX return over 5 years is better than : 17.40 vs. FBTAX (3.72).
| FBTAX | JFNAX | FBTAX / JFNAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 10.059 | 1.231 | 817% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 5.25B | 33% |
| Annual Yield % from dividends | 1.02 | 0.02 | 4,677% |
| Returns for 1 year | 19.17 | 4.19 | 457% |
| Returns for 3 years | 13.79 | -5.28 | -261% |
| Returns for 5 years | 3.72 | 17.40 | 21% |
| Returns for 10 years | 19.50 | 32.15 | 61% |
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