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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
Jul 14, 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 StrongBuy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. FBTDX (1.19B). FBTDX pays higher dividends than JFNIX: FBTDX (1.38) 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 : 68.87 vs. JFNIX (33.22). JFNIX (22.34) and FBTDX (22.18) have equivalent 5 years return.
| 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 | 20.490 | 9.118 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 5.81B | 21% |
| Annual Yield % from dividends | 1.38 | 0.41 | 332% |
| Returns for 1 year | 68.87 | 33.22 | 207% |
| Returns for 3 years | 77.85 | 29.35 | 265% |
| Returns for 5 years | 22.18 | 22.34 | 99% |
| Returns for 10 years | 40.43 | 88.67 | 46% |
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