FBTAX
Price
$42.33
Change
+$0.39 (+0.93%)
Updated
Jun 23 closing price
Net Assets
1.9B
JFNAX
Price
$81.74
Change
+$1.00 (+1.24%)
Updated
Jun 23 closing price
Net Assets
5.4B
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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 Buy.

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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 : 64.37 vs. JFNAX (29.16). FBTAX return over 5 years is better than : 32.17 vs. JFNAX (14.14).
FBTAXJFNAXFBTAX / JFNAX
Total Expense Ratio0.961.0096%
Annual Report Gross Expense Ratio0.961.0096%
Fund Existence26 years17 years-
Gain YTD12.0193.626331%
Front Load6%6%100%
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B5.4B35%
Annual Yield % from dividends1.130.32356%
Returns for 1 year64.3729.16221%
Returns for 3 years75.6320.96361%
Returns for 5 years32.1714.14227%
Returns for 10 years139.3086.69161%
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