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FBTDX vs JFNIX
FBTDX vs JFNIX Comparison Chart in %
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FBTDX vs. JFNIX commentary
Jun 27, 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: 4.35B vs. FBTDX (690M). JFNIX pays higher dividends than FBTDX: JFNIX (0.42) vs FBTDX (0.00). FBTDX was incepted earlier than JFNIX: FBTDX (11 years) vs JFNIX (16 years). FBTDX (1.81) is less costly to investors than JFNIX (0.77). FBTDX (35.87) and JFNIX (35.00) have comparable annual turnover. FBTDX has a lower initial minimum investment than JFNIX: FBTDX (1000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -13.27 vs. FBTDX (-17.36). JFNIX return over 5 years is better than : 7.79 vs. FBTDX (-35.06).
| FBTDX | JFNIX | FBTDX / JFNIX | |
| Total Expense Ratio | 1.80 | 0.77 | 234% |
| Annual Report Gross Expense Ratio | 1.81 | 0.77 | 235% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | -3.782 | -2.837 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 4.35B | 16% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -17.36 | -13.27 | 131% |
| Returns for 3 years | 12.21 | 8.70 | 140% |
| Returns for 5 years | -35.06 | 7.79 | -450% |
| Returns for 10 years | -45.90 | 12.97 | -354% |
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