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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JABCX (28.3B). 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 : 15.81 vs. JABCX (5.85). BALCX return over 5 years is better than : 31.93 vs. JABCX (17.36).
| 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 | 9.011 | 3.064 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28.3B | 1,018% |
| Annual Yield % from dividends | 1.16 | 0.89 | 130% |
| Returns for 1 year | 15.81 | 5.85 | 271% |
| Returns for 3 years | 41.11 | 27.46 | 150% |
| Returns for 5 years | 31.93 | 17.36 | 184% |
| Returns for 10 years | 80.43 | 90.51 | 89% |
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