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FBTDX vs JFNIX
FBTDX vs JFNIX Comparison Chart
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FBTDX vs. JFNIX commentary
Nov 23, 2024
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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.5B vs. FBTDX (844M). JFNIX pays higher dividends than FBTDX: JFNIX (0.15) vs FBTDX (0.00). FBTDX was incepted earlier than JFNIX: FBTDX (11 years) vs JFNIX (15 years). JFNIX is a more actively managed with annual turnover of: 34.00 vs. FBTDX (24.08). FBTDX has a lower initial minimum investment than JFNIX: FBTDX (1000) vs JFNIX (1000000). FBTDX annual gain was more profitable for investors over the last year : 30.85 vs. JFNIX (14.47). JFNIX return over 5 years is better than : 27.23 vs. FBTDX (-15.79).
| FBTDX | JFNIX | FBTDX / JFNIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 7.031 | 8.950 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 5.5B | 15% |
| Annual Yield % from dividends | 0.00 | 0.15 | - |
| Returns for 1 year | 30.85 | 14.47 | 213% |
| Returns for 3 years | -6.06 | 3.44 | -176% |
| Returns for 5 years | -15.79 | 27.23 | -58% |
| Returns for 10 years | -26.47 | 39.93 | -66% |
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