The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| FBTIX | JFNIX | FBTIX / JFNIX | |
| Total Expense Ratio | 0.71 | 0.78 | 91% |
| Annual Report Gross Expense Ratio | 0.71 | 0.78 | 91% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 33.527 | 13.886 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 6.03B | 40% |
| Annual Yield % from dividends | 0.87 | 0.40 | 218% |
| Returns for 1 year | 64.82 | 32.49 | 199% |
| Returns for 3 years | 116.40 | 35.12 | 331% |
| Returns for 5 years | 51.85 | 21.16 | 245% |
| Returns for 10 years | 163.75 | 94.09 | 174% |