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FBTCX vs JFNIX
FBTCX vs JFNIX Comparison Chart in %
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FBTCX vs. JFNIX commentary
Jul 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 FBTCX is a Buy and JFNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. FBTCX (1.3B). FBTCX pays higher dividends than JFNIX: FBTCX (2.88) vs JFNIX (0.41). FBTCX was incepted earlier than JFNIX: FBTCX (25 years) vs JFNIX (16 years). FBTCX (1.71) is less costly to investors than JFNIX (0.77). FBTCX is a more actively managed with annual turnover of: 73.00 vs. JFNIX (35.00). FBTCX has a lower initial minimum investment than JFNIX: FBTCX (0) vs JFNIX (2500). FBTCX annual gain was more profitable for investors over the last year : -9.83 vs. JFNIX (-12.16). JFNIX return over 5 years is better than : 5.31 vs. FBTCX (-23.85).
| FBTCX | JFNIX | FBTCX / JFNIX | |
| Total Expense Ratio | 1.71 | 0.77 | 222% |
| Annual Report Gross Expense Ratio | 1.71 | 0.77 | 222% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | -3.702 | -2.411 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 4.35B | 30% |
| Annual Yield % from dividends | 2.88 | 0.41 | 705% |
| Returns for 1 year | -9.83 | -12.16 | 81% |
| Returns for 3 years | 22.07 | 9.60 | 230% |
| Returns for 5 years | -23.85 | 5.31 | -449% |
| Returns for 10 years | -22.58 | 11.63 | -194% |
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