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FBTAX vs JFNAX
FBTAX vs JFNAX Comparison
Open Charts FBTAX vs JFNAX
FBTAX vs JFNAX Comparison Chart in %
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FBTAX vs. JFNAX commentary
Aug 03, 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 JFNAX is a Hold.
FUNDAMENTALS
Fundamentals
JFNAX has more cash in the bank: 5.81B vs. FBTAX (2.2B). FBTAX pays higher dividends than JFNAX: FBTAX (0.99) vs JFNAX (0.30). FBTAX was incepted earlier than JFNAX: FBTAX (26 years) vs JFNAX (17 years). JFNAX (1.00) and FBTAX (0.96) have similar cost to investors . FBTAX is a more actively managed with annual turnover of: 51.00 vs. JFNAX (30.00). FBTAX (6%) and JFNAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than JFNAX: FBTAX (0) vs JFNAX (2500). FBTAX annual gain was more profitable for investors over the last year : 61.82 vs. JFNAX (35.81). FBTAX return over 5 years is better than : 46.45 vs. JFNAX (20.13).
| FBTAX | JFNAX | FBTAX / JFNAX | |
| Total Expense Ratio | 0.96 | 1.00 | 96% |
| Annual Report Gross Expense Ratio | 0.96 | 1.00 | 96% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 20.620 | 9.407 | 219% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 5.81B | 38% |
| Annual Yield % from dividends | 0.99 | 0.30 | 334% |
| Returns for 1 year | 61.82 | 35.81 | 173% |
| Returns for 3 years | 89.19 | 26.98 | 331% |
| Returns for 5 years | 46.45 | 20.13 | 231% |
| Returns for 10 years | 121.05 | 76.24 | 159% |
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