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FBTDX vs JFNIX
FBTDX vs JFNIX Comparison
Open Charts FBTDX vs JFNIX
FBTDX vs JFNIX Comparison Chart in %
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FBTDX vs. JFNIX commentary
Aug 03, 2026
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: 5.81B vs. FBTDX (1.15B). FBTDX pays higher dividends than JFNIX: FBTDX (1.40) vs JFNIX (0.41). FBTDX was incepted earlier than JFNIX: FBTDX (12 years) vs JFNIX (17 years). FBTDX (1.78) is less costly to investors than JFNIX (0.78). JFNIX is a more actively managed with annual turnover of: 30.00 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 : 55.29 vs. JFNIX (36.28). JFNIX return over 5 years is better than : 22.12 vs. FBTDX (20.88).
| FBTDX | JFNIX | FBTDX / JFNIX | |
| Total Expense Ratio | 1.77 | 0.78 | 227% |
| Annual Report Gross Expense Ratio | 1.78 | 0.78 | 228% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 16.516 | 9.549 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 5.81B | 20% |
| Annual Yield % from dividends | 1.40 | 0.41 | 339% |
| Returns for 1 year | 55.29 | 36.28 | 152% |
| Returns for 3 years | 68.47 | 28.29 | 242% |
| Returns for 5 years | 20.88 | 22.12 | 94% |
| Returns for 10 years | 27.56 | 82.16 | 34% |
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