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BALCX vs JABCX
BALCX vs JABCX Comparison
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BALCX vs JABCX Comparison Chart in %
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BALCX vs. JABCX 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 JABCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. JABCX (27.9B). BALCX pays higher dividends than JABCX: BALCX (1.14) vs JABCX (0.84). BALCX was incepted earlier than JABCX: BALCX (26 years) vs JABCX (17 years). JABCX (1.63) is less costly to investors than BALCX (1.30). JABCX is a more actively managed with annual turnover of: 75.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than JABCX: BALCX (250) vs JABCX (2500). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. JABCX (-2.04). BALCX return over 5 years is better than : 27.49 vs. JABCX (12.69).
| BALCX | JABCX | BALCX / JABCX | |
| Total Expense Ratio | 1.30 | 1.63 | 80% |
| Annual Report Gross Expense Ratio | 1.30 | 1.63 | 80% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 7.959 | 3.046 | 261% |
| 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 | 0.84 | 137% |
| Returns for 1 year | 5.86 | -2.04 | -287% |
| Returns for 3 years | 38.31 | 26.80 | 143% |
| Returns for 5 years | 27.49 | 12.69 | 217% |
| Returns for 10 years | 75.19 | 86.14 | 87% |
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