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FBTCX vs JFNIX
FBTCX vs JFNIX Comparison Chart in %
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FBTCX vs. JFNIX commentary
Sep 17, 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 Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. FBTCX (1.46B). FBTCX pays higher dividends than JFNIX: FBTCX (2.53) vs JFNIX (0.39). 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 : -8.14 vs. JFNIX (-15.60). JFNIX return over 5 years is better than : 4.29 vs. FBTCX (-8.90).
| 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 | 12.672 | 1.588 | 798% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 4.49B | 33% |
| Annual Yield % from dividends | 2.53 | 0.39 | 650% |
| Returns for 1 year | -8.14 | -15.60 | 52% |
| Returns for 3 years | 27.32 | 11.79 | 232% |
| Returns for 5 years | -8.90 | 4.29 | -208% |
| Returns for 10 years | -2.77 | 17.66 | -16% |
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