Interact to see
Advertisement
Advertisement
FRBRX vs JFNIX
FRBRX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBRX vs. JFNIX commentary
Jul 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 FRBRX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. FRBRX (700M). 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). JFNIX annual gain was more profitable for investors over the last year : -15.36 vs. FRBRX (-18.97). JFNIX return over 5 years is better than : 3.93 vs. FRBRX (-30.55).
| 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 | -0.990 | -1.132 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 4.4B | 16% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -18.97 | -15.36 | 124% |
| Returns for 3 years | 16.88 | 9.69 | 174% |
| Returns for 5 years | -30.55 | 3.93 | -778% |
| Returns for 10 years | -40.82 | 6.75 | -604% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement