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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
Jun 24, 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 StrongBuy and JFNAX is a Hold.
FUNDAMENTALS
Fundamentals
JFNAX has more cash in the bank: 5.4B vs. FBTAX (1.9B). FBTAX pays higher dividends than JFNAX: FBTAX (1.13) vs JFNAX (0.32). 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 : 55.47 vs. JFNAX (27.88). FBTAX return over 5 years is better than : 27.26 vs. JFNAX (13.64).
| 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 | 6.571 | 2.358 | 279% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 5.4B | 35% |
| Annual Yield % from dividends | 1.13 | 0.32 | 356% |
| Returns for 1 year | 55.47 | 27.88 | 199% |
| Returns for 3 years | 67.09 | 19.48 | 344% |
| Returns for 5 years | 27.26 | 13.64 | 200% |
| Returns for 10 years | 127.66 | 84.41 | 151% |
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