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BALCX vs JABCX
BALCX vs JABCX Comparison
Open Charts BALCX vs JABCX
BALCX vs JABCX Comparison Chart in %
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BALCX vs. JABCX commentary
Jun 04, 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 JABCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. JABCX (27.8B). BALCX pays higher dividends than JABCX: BALCX (1.16) vs JABCX (0.89). BALCX was incepted earlier than JABCX: BALCX (25 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 : 16.84 vs. JABCX (6.99). BALCX return over 5 years is better than : 31.27 vs. JABCX (19.82).
| BALCX | JABCX | BALCX / JABCX | |
| Total Expense Ratio | 1.30 | 1.63 | 80% |
| Annual Report Gross Expense Ratio | 1.30 | 1.63 | 80% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 9.372 | 3.551 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 27.8B | 1,004% |
| Annual Yield % from dividends | 1.16 | 0.89 | 130% |
| Returns for 1 year | 16.84 | 6.99 | 241% |
| Returns for 3 years | 42.32 | 28.55 | 148% |
| Returns for 5 years | 31.27 | 19.82 | 158% |
| Returns for 10 years | 77.17 | 87.05 | 89% |
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