Interact to see
Advertisement
Advertisement
FBTDX vs JFNIX
FBTDX vs JFNIX Comparison
Open Charts FBTDX vs JFNIX
FBTDX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTDX vs. JFNIX commentary
Jun 04, 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: 5.28B vs. FBTDX (1.04B). FBTDX pays higher dividends than JFNIX: FBTDX (1.51) vs JFNIX (0.45). 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 : 53.42 vs. JFNIX (20.51). JFNIX return over 5 years is better than : 13.17 vs. FBTDX (10.17).
| 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 | 5.241 | -3.586 | -146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 5.28B | 20% |
| Annual Yield % from dividends | 1.51 | 0.45 | 338% |
| Returns for 1 year | 53.42 | 20.51 | 261% |
| Returns for 3 years | 54.22 | 14.38 | 377% |
| Returns for 5 years | 10.17 | 13.17 | 77% |
| Returns for 10 years | 18.16 | 67.83 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement