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FBTCX vs JFNIX
FBTCX vs JFNIX Comparison Chart
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FBTCX vs. JFNIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. FBTCX (1.39B). FBTCX pays higher dividends than JFNIX: FBTCX (2.90) vs JFNIX (0.39). FBTCX was incepted earlier than JFNIX: FBTCX (24 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). JFNIX annual gain was more profitable for investors over the last year : -7.78 vs. FBTCX (-16.13). JFNIX return over 5 years is better than : 12.94 vs. FBTCX (-21.40).
| FBTCX | JFNIX | FBTCX / JFNIX | |
| Total Expense Ratio | 1.71 | 0.77 | 222% |
| Annual Report Gross Expense Ratio | 1.71 | 0.77 | 222% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -14.191 | -4.690 | 303% |
| Front Load | N/A | 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 | 2.90 | 0.39 | 736% |
| Returns for 1 year | -16.13 | -7.78 | 207% |
| Returns for 3 years | -2.07 | -0.70 | 297% |
| Returns for 5 years | -21.40 | 12.94 | -165% |
| Returns for 10 years | -28.49 | 9.62 | -296% |
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