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FTAAX vs JNBAX
FTAAX vs JNBAX Comparison
Open Charts FTAAX vs JNBAX
Fidelity Advisor Asset Manager 30% A
Price$12.08
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.94B
JPMorgan Income Builder A
Price$9.91
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets8.07B
FTAAX vs JNBAX Comparison Chart
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FTAAX vs. JNBAX commentary
May 31, 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 FTAAX is a Buy and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JNBAX has more cash in the bank: 8.07B vs. FTAAX (1.94B). JNBAX pays higher dividends than FTAAX: JNBAX (5.81) vs FTAAX (2.71). FTAAX was incepted earlier than JNBAX: FTAAX (18 years) vs JNBAX (18 years). JNBAX (1.07) is less costly to investors than FTAAX (0.79). JNBAX is a more actively managed with annual turnover of: 107.00 vs. FTAAX (19.00). FTAAX initial investment is less costly to investors than JNBAX (5%) vs JNBAX (5%). FTAAX has a lower initial minimum investment than JNBAX: FTAAX (0) vs JNBAX (1000). JNBAX annual gain was more profitable for investors over the last year : 9.06 vs. FTAAX (6.75). JNBAX return over 5 years is better than : 24.92 vs. FTAAX (17.88).
| FTAAX | JNBAX | FTAAX / JNBAX | |
| Total Expense Ratio | 0.79 | 0.75 | 105% |
| Annual Report Gross Expense Ratio | 0.79 | 1.07 | 74% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 2.340 | 3.586 | 65% |
| Front Load | 6% | 5% | 128% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.94B | 8.07B | 24% |
| Annual Yield % from dividends | 2.71 | 5.81 | 47% |
| Returns for 1 year | 6.75 | 9.06 | 75% |
| Returns for 3 years | 10.77 | 13.53 | 80% |
| Returns for 5 years | 17.88 | 24.92 | 72% |
| Returns for 10 years | 31.33 | 42.31 | 74% |
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