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FIWGX vs JBFRX
FIWGX vs JBFRX Comparison
Open Charts FIWGX vs JBFRX
FIWGX vs JBFRX Comparison Chart in %
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FIWGX vs. JBFRX commentary
Jul 14, 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 FIWGX is a Hold and JBFRX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 91.9B vs. JBFRX (26.5B). JBFRX (4.47) and FIWGX (4.39) have matching dividends . FIWGX was incepted earlier than JBFRX: FIWGX (8 years) vs JBFRX (11 years). JBFRX (0.71) is less costly to investors than FIWGX (0.41). FIWGX is a more actively managed with annual turnover of: 206.00 vs. JBFRX (100.00). FIWGX (0) and JBFRX (0) have matching initial minimum investment requirements. FIWGX (4.69) and JBFRX (4.55) have marching annual gain over last year. FIWGX return over 5 years is better than : 2.19 vs. JBFRX (-0.58).
| FIWGX | JBFRX | FIWGX / JBFRX | |
| Total Expense Ratio | 0.16 | 0.60 | 27% |
| Annual Report Gross Expense Ratio | 0.41 | 0.71 | 58% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 0.467 | 0.083 | 566% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.9B | 26.5B | 347% |
| Annual Yield % from dividends | 4.39 | 4.47 | 98% |
| Returns for 1 year | 4.69 | 4.55 | 103% |
| Returns for 3 years | 14.38 | 14.06 | 102% |
| Returns for 5 years | 2.19 | -0.58 | -377% |
| Returns for 10 years | N/A | 20.69 | - |
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