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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
Sep 13, 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: 6.03B vs. FBTDX (1.2B). FBTDX pays higher dividends than JFNIX: FBTDX (1.35) vs JFNIX (0.40). FBTDX was incepted earlier than JFNIX: FBTDX (13 years) vs JFNIX (17 years). FBTDX (1.77) is less costly to investors than JFNIX (0.78). FBTDX is a more actively managed with annual turnover of: 37.62 vs. JFNIX (30.00). 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 : 39.29 vs. JFNIX (25.37). JFNIX (18.87) and FBTDX (18.25) have equivalent 5 years return.
| FBTDX | JFNIX | FBTDX / JFNIX | |
| Total Expense Ratio | 1.76 | 0.78 | 226% |
| Annual Report Gross Expense Ratio | 1.77 | 0.78 | 227% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 17.920 | 8.834 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 6.03B | 20% |
| Annual Yield % from dividends | 1.35 | 0.40 | 337% |
| Returns for 1 year | 39.29 | 25.37 | 155% |
| Returns for 3 years | 70.06 | 28.63 | 245% |
| Returns for 5 years | 18.25 | 18.87 | 97% |
| Returns for 10 years | 30.06 | 86.97 | 35% |
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