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FBTAX vs JFNNX
FBTAX vs JFNNX Comparison Chart in %
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FBTAX vs. JFNNX commentary
Jul 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFNNX has more cash in the bank: 4.35B vs. FBTAX (1.3B). FBTAX pays higher dividends than JFNNX: FBTAX (2.95) vs JFNNX (0.51). FBTAX was incepted earlier than JFNNX: FBTAX (25 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 : -6.10 vs. JFNNX (-11.72). JFNNX return over 5 years is better than : 5.45 vs. FBTAX (-14.13).
| FBTAX | JFNNX | FBTAX / JFNNX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.96 | 0.68 | 141% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | -1.654 | -2.569 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 4.35B | 30% |
| Annual Yield % from dividends | 2.95 | 0.51 | 581% |
| Returns for 1 year | -6.10 | -11.72 | 52% |
| Returns for 3 years | 28.17 | 9.63 | 292% |
| Returns for 5 years | -14.13 | 5.45 | -259% |
| Returns for 10 years | -8.60 | N/A | - |
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