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FRBRX vs JFNIX
FRBRX vs JFNIX Comparison Chart
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FRBRX vs. JFNIX commentary
Apr 11, 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 Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. FRBRX (616M). 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 . FRBRX (35.87) and JFNIX (35.00) have comparable annual turnover. 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 : -15.02 vs. FRBRX (-27.28). JFNIX return over 5 years is better than : 13.79 vs. FRBRX (-26.16).
| 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 | -17.460 | -9.086 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 616M | 4.71B | 13% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -27.28 | -15.02 | 182% |
| Returns for 3 years | -13.72 | -9.07 | 151% |
| Returns for 5 years | -26.16 | 13.79 | -190% |
| Returns for 10 years | -45.78 | 4.87 | -940% |
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