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FRBRX vs JFNIX
FRBRX vs JFNIX Comparison Chart in %
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FRBRX vs. JFNIX commentary
Sep 09, 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 FRBRX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. FRBRX (802M). JFNIX pays higher dividends than FRBRX: JFNIX (0.39) vs FRBRX (0.00). FRBRX was incepted earlier than JFNIX: FRBRX (12 years) vs JFNIX (16 years). FRBRX (0.77) and JFNIX (0.77) have similar cost to investors . JFNIX is a more actively managed with annual turnover of: 35.00 vs. FRBRX (21.87). JFNIX has a lower initial minimum investment than FRBRX: JFNIX (2500) vs FRBRX (1000000). FRBRX annual gain was more profitable for investors over the last year : -3.06 vs. JFNIX (-12.88). JFNIX return over 5 years is better than : 10.19 vs. FRBRX (-10.31).
| FRBRX | JFNIX | FRBRX / JFNIX | |
| Total Expense Ratio | 0.69 | 0.77 | 90% |
| Annual Report Gross Expense Ratio | 0.77 | 0.77 | 100% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 16.856 | 3.852 | 438% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 802M | 4.29B | 19% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -3.06 | -12.88 | 24% |
| Returns for 3 years | 40.98 | 17.02 | 241% |
| Returns for 5 years | -10.31 | 10.19 | -101% |
| Returns for 10 years | -20.61 | 22.06 | -93% |
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