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FBTDX vs JFNIX
FBTDX vs JFNIX Comparison Chart
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FBTDX vs. JFNIX commentary
Dec 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 Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.25B vs. FBTDX (736M). 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). JFNIX annual gain was more profitable for investors over the last year : 1.54 vs. FBTDX (-0.89). JFNIX return over 5 years is better than : 14.61 vs. FBTDX (-25.24).
| 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 | -6.568 | -1.248 | 527% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 5.25B | 14% |
| Annual Yield % from dividends | 0.00 | 0.15 | - |
| Returns for 1 year | -0.89 | 1.54 | -58% |
| Returns for 3 years | -5.34 | 0.12 | -4,619% |
| Returns for 5 years | -25.24 | 14.61 | -173% |
| Returns for 10 years | -32.39 | 37.90 | -85% |
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