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FRBRX vs JFNIX
FRBRX vs JFNIX Comparison Chart in %
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FRBRX vs. JFNIX commentary
Aug 17, 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 (757M). JFNIX pays higher dividends than FRBRX: JFNIX (0.41) 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 : -8.85 vs. JFNIX (-15.36). JFNIX return over 5 years is better than : 3.89 vs. FRBRX (-19.53).
| 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 | 9.337 | -0.456 | -2,049% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 4.29B | 18% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -8.85 | -15.36 | 58% |
| Returns for 3 years | 22.07 | 4.91 | 449% |
| Returns for 5 years | -19.53 | 3.89 | -502% |
| Returns for 10 years | -27.50 | 11.31 | -243% |
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