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FBTTX vs JFNIX
FBTTX vs JFNIX Comparison Chart in %
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FBTTX vs. JFNIX commentary
Sep 16, 2025
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 FBTTX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. FBTTX (1.46B). FBTTX pays higher dividends than JFNIX: FBTTX (2.68) vs JFNIX (0.39). FBTTX was incepted earlier than JFNIX: FBTTX (25 years) vs JFNIX (16 years). FBTTX (1.21) is less costly to investors than JFNIX (0.77). FBTTX is a more actively managed with annual turnover of: 73.00 vs. JFNIX (35.00). FBTTX has a lower initial minimum investment than JFNIX: FBTTX (0) vs JFNIX (2500). FBTTX annual gain was more profitable for investors over the last year : -3.94 vs. JFNIX (-13.48). JFNIX return over 5 years is better than : 9.62 vs. FBTTX (6.05).
| FBTTX | JFNIX | FBTTX / JFNIX | |
| Total Expense Ratio | 1.21 | 0.77 | 157% |
| Annual Report Gross Expense Ratio | 1.21 | 0.77 | 157% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 14.101 | 2.970 | 475% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 4.49B | 33% |
| Annual Yield % from dividends | 2.68 | 0.39 | 688% |
| Returns for 1 year | -3.94 | -13.48 | 29% |
| Returns for 3 years | 30.78 | 12.89 | 239% |
| Returns for 5 years | 6.05 | 9.62 | 63% |
| Returns for 10 years | 9.31 | 20.15 | 46% |
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