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FRBRX vs JFNIX
FRBRX vs JFNIX Comparison Chart in %
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FRBRX vs. JFNIX commentary
Jun 22, 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: 4.35B vs. FRBRX (684M). JFNIX pays higher dividends than FRBRX: JFNIX (0.42) 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 : -13.39 vs. FRBRX (-14.18). JFNIX return over 5 years is better than : 4.65 vs. FRBRX (-31.17).
| 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 | -4.355 | -4.293 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 4.35B | 16% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -14.18 | -13.39 | 106% |
| Returns for 3 years | 23.33 | 13.51 | 173% |
| Returns for 5 years | -31.17 | 4.65 | -671% |
| Returns for 10 years | -40.74 | 6.75 | -603% |
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