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FBTTX vs JFNIX
FBTTX vs JFNIX Comparison Chart
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FBTTX vs. JFNIX commentary
Apr 25, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. FBTTX (1.39B). FBTTX pays higher dividends than JFNIX: FBTTX (3.07) vs JFNIX (0.39). FBTTX was incepted earlier than JFNIX: FBTTX (24 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). JFNIX annual gain was more profitable for investors over the last year : -7.60 vs. FBTTX (-10.72). JFNIX return over 5 years is better than : 12.66 vs. FBTTX (-13.61).
| FBTTX | JFNIX | FBTTX / JFNIX | |
| Total Expense Ratio | 1.21 | 0.77 | 157% |
| Annual Report Gross Expense Ratio | 1.21 | 0.77 | 157% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -9.455 | -3.484 | 271% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 4.71B | 30% |
| Annual Yield % from dividends | 3.07 | 0.39 | 780% |
| Returns for 1 year | -10.72 | -7.60 | 141% |
| Returns for 3 years | 7.08 | 3.11 | 227% |
| Returns for 5 years | -13.61 | 12.66 | -107% |
| Returns for 10 years | -13.77 | 13.06 | -105% |