Interact to see
Advertisement
Advertisement
FBTAX vs JFNNX
FBTAX vs JFNNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. JFNNX commentary
May 24, 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 JFNNX is a Buy.
FUNDAMENTALS
Fundamentals
JFNNX has more cash in the bank: 4.66B vs. FBTAX (1.37B). FBTAX pays higher dividends than JFNNX: FBTAX (2.96) vs JFNNX (0.49). FBTAX was incepted earlier than JFNNX: FBTAX (24 years) vs JFNNX (7 years). FBTAX (0.96) is less costly to investors than JFNNX (0.68). FBTAX is a more actively managed with annual turnover of: 73.00 vs. JFNNX (35.00). FBTAX has a lower initial minimum investment than JFNNX: FBTAX (0) vs JFNNX (1000000). FBTAX annual gain was more profitable for investors over the last year : -10.54 vs. JFNNX (-14.46). JFNNX return over 5 years is better than : 7.19 vs. FBTAX (-14.23).
| FBTAX | JFNNX | FBTAX / JFNNX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.96 | 0.68 | 141% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | -7.865 | -6.201 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 4.66B | 29% |
| Annual Yield % from dividends | 2.96 | 0.49 | 602% |
| Returns for 1 year | -10.54 | -14.46 | 73% |
| Returns for 3 years | 24.84 | 5.98 | 415% |
| Returns for 5 years | -14.23 | 7.19 | -198% |
| Returns for 10 years | -10.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement