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FBTDX vs JFNIX
FBTDX vs JFNIX Comparison Chart in %
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FBTDX vs. JFNIX commentary
Oct 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 FBTDX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.57B vs. FBTDX (902M). JFNIX pays higher dividends than FBTDX: JFNIX (0.38) vs FBTDX (0.00). FBTDX was incepted earlier than JFNIX: FBTDX (12 years) vs JFNIX (16 years). FBTDX (1.78) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. FBTDX (21.87). FBTDX has a lower initial minimum investment than JFNIX: FBTDX (1000) vs JFNIX (2500). FBTDX annual gain was more profitable for investors over the last year : 3.06 vs. JFNIX (-7.12). JFNIX return over 5 years is better than : 9.77 vs. FBTDX (-16.92).
| FBTDX | JFNIX | FBTDX / JFNIX | |
| Total Expense Ratio | 1.77 | 0.77 | 230% |
| Annual Report Gross Expense Ratio | 1.78 | 0.77 | 231% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 31.299 | 10.100 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 4.57B | 20% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | 3.06 | -7.12 | -43% |
| Returns for 3 years | 49.74 | 23.11 | 215% |
| Returns for 5 years | -16.92 | 9.77 | -173% |
| Returns for 10 years | -13.54 | 40.32 | -34% |
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