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BALCX vs JABAX
BALCX vs JABAX Comparison
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BALCX vs JABAX Comparison Chart in %
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BALCX vs. JABAX commentary
Sep 12, 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 BALCX is a Buy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. JABAX (27.9B). JABAX pays higher dividends than BALCX: JABAX (1.52) vs BALCX (1.14). BALCX was incepted earlier than JABAX: BALCX (26 years) vs JABAX (34 years). BALCX (1.30) is less costly to investors than JABAX (0.82). JABAX is a more actively managed with annual turnover of: 75.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than JABAX: BALCX (250) vs JABAX (2500). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. JABAX (-1.19). BALCX return over 5 years is better than : 27.49 vs. JABAX (17.50).
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | 1.30 | 0.82 | 159% |
| Annual Report Gross Expense Ratio | 1.30 | 0.82 | 159% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 7.959 | 3.575 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 27.9B | 1,022% |
| Annual Yield % from dividends | 1.14 | 1.52 | 75% |
| Returns for 1 year | 5.86 | -1.19 | -490% |
| Returns for 3 years | 38.31 | 30.08 | 127% |
| Returns for 5 years | 27.49 | 17.50 | 157% |
| Returns for 10 years | 75.19 | 101.73 | 74% |
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