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FBTAX vs JFNSX
FBTAX vs JFNSX Comparison Chart
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FBTAX vs. JFNSX commentary
Apr 03, 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 Hold and JFNSX is a Hold.
FUNDAMENTALS
Fundamentals
JFNSX has more cash in the bank: 4.95B vs. FBTAX (1.39B). FBTAX pays higher dividends than JFNSX: FBTAX (2.97) vs JFNSX (0.00). FBTAX was incepted earlier than JFNSX: FBTAX (24 years) vs JFNSX (16 years). JFNSX (1.18) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. JFNSX (35.00). FBTAX has a lower initial minimum investment than JFNSX: FBTAX (0) vs JFNSX (2500). JFNSX annual gain was more profitable for investors over the last year : -7.08 vs. FBTAX (-13.61). JFNSX return over 5 years is better than : 31.30 vs. FBTAX (10.67).
| FBTAX | JFNSX | FBTAX / JFNSX | |
| Total Expense Ratio | 0.96 | 1.18 | 81% |
| Annual Report Gross Expense Ratio | 0.96 | 1.18 | 81% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -4.851 | -0.171 | 2,841% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 4.95B | 28% |
| Annual Yield % from dividends | 2.97 | 0.00 | - |
| Returns for 1 year | -13.61 | -7.08 | 192% |
| Returns for 3 years | 6.00 | 0.97 | 617% |
| Returns for 5 years | 10.67 | 31.30 | 34% |
| Returns for 10 years | -3.25 | 12.60 | -26% |
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