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JBFRX vs PTTNX
JBFRX vs PTTNX Comparison
Open Charts JBFRX vs PTTNX
JBFRX vs PTTNX Comparison Chart in %
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JBFRX vs. PTTNX commentary
Jul 14, 2026
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 JBFRX is a Hold and PTTNX is a Hold.
FUNDAMENTALS
Fundamentals
PTTNX has more cash in the bank: 47.7B vs. JBFRX (26.5B). JBFRX (4.47) and PTTNX (4.44) have matching dividends . JBFRX was incepted earlier than PTTNX: JBFRX (11 years) vs PTTNX (8 years). PTTNX (0.73) and JBFRX (0.71) have similar cost to investors . PTTNX is a more actively managed with annual turnover of: 497.00 vs. JBFRX (100.00). JBFRX has a lower initial minimum investment than PTTNX: JBFRX (0) vs PTTNX (1000000). PTTNX annual gain was more profitable for investors over the last year : 5.74 vs. JBFRX (4.55). PTTNX return over 5 years is better than : 1.93 vs. JBFRX (-0.58).
| JBFRX | PTTNX | JBFRX / PTTNX | |
| Total Expense Ratio | 0.60 | 0.68 | 88% |
| Annual Report Gross Expense Ratio | 0.71 | 0.73 | 97% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 0.083 | 0.280 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 47.7B | 56% |
| Annual Yield % from dividends | 4.47 | 4.44 | 101% |
| Returns for 1 year | 4.55 | 5.74 | 79% |
| Returns for 3 years | 14.06 | 16.27 | 86% |
| Returns for 5 years | -0.58 | 1.93 | -30% |
| Returns for 10 years | 20.69 | N/A | - |
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