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FBTAX vs JFNCX
FBTAX vs JFNCX Comparison Chart
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FBTAX vs. JFNCX commentary
Feb 23, 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 JFNCX is a Buy.
FUNDAMENTALS
Fundamentals
JFNCX has more cash in the bank: 5B vs. FBTAX (1.54B). FBTAX pays higher dividends than JFNCX: FBTAX (1.02) vs JFNCX (0.00). FBTAX was incepted earlier than JFNCX: FBTAX (24 years) vs JFNCX (16 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. JFNCX (34.00). FBTAX has a lower initial minimum investment than JFNCX: FBTAX (0) vs JFNCX (2500). FBTAX annual gain was more profitable for investors over the last year : -4.28 vs. JFNCX (-5.43). JFNCX return over 5 years is better than : 8.39 vs. FBTAX (0.89).
| FBTAX | JFNCX | FBTAX / JFNCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 1.654 | 5.288 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 5B | 31% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | -4.28 | -5.43 | 79% |
| Returns for 3 years | 23.29 | 11.00 | 212% |
| Returns for 5 years | 0.89 | 8.39 | 11% |
| Returns for 10 years | 6.36 | 10.79 | 59% |