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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
Aug 23, 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 Hold and JABAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. JABAX (27.8B). JABAX pays higher dividends than BALCX: JABAX (1.54) vs BALCX (1.16). BALCX was incepted earlier than JABAX: BALCX (25 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 : 11.76 vs. JABAX (3.45). BALCX return over 5 years is better than : 29.99 vs. JABAX (19.43).
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | 1.30 | 0.82 | 159% |
| Annual Report Gross Expense Ratio | 1.30 | 0.82 | 159% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 9.604 | 5.186 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 27.8B | 1,018% |
| Annual Yield % from dividends | 1.16 | 1.54 | 75% |
| Returns for 1 year | 11.76 | 3.45 | 341% |
| Returns for 3 years | 41.83 | 33.36 | 125% |
| Returns for 5 years | 29.99 | 19.43 | 154% |
| Returns for 10 years | 74.16 | 99.53 | 75% |
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