Ad is loading...
FBTAX vs JFNSX
FBTAX vs JFNSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. JFNSX commentary
Apr 25, 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 JFNSX is a Buy.
FUNDAMENTALS
Fundamentals
JFNSX has more cash in the bank: 4.71B 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 : -8.22 vs. FBTAX (-12.46). JFNSX return over 5 years is better than : 9.12 vs. FBTAX (-11.77).
| 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 | -10.695 | -3.602 | 297% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 4.71B | 30% |
| Annual Yield % from dividends | 2.97 | 0.00 | - |
| Returns for 1 year | -12.46 | -8.22 | 152% |
| Returns for 3 years | 8.17 | 1.35 | 603% |
| Returns for 5 years | -11.77 | 9.12 | -129% |
| Returns for 10 years | -13.94 | 6.42 | -217% |
View a ticker or compare two or three
VS
VS
Ad is loading...