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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
Jun 24, 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: 5.4B vs. FBTDX (1.08B). 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 : 54.31 vs. JFNIX (28.33). JFNIX return over 5 years is better than : 15.52 vs. FBTDX (5.87).
| 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 | 6.428 | 2.464 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 5.4B | 20% |
| Annual Yield % from dividends | 1.51 | 0.45 | 338% |
| Returns for 1 year | 54.31 | 28.33 | 192% |
| Returns for 3 years | 55.41 | 20.68 | 268% |
| Returns for 5 years | 5.87 | 15.52 | 38% |
| Returns for 10 years | 34.59 | 90.58 | 38% |
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