BALCX
Price
$40.51
Change
-$0.07 (-0.17%)
Updated
Sep 4 closing price
Net Assets
282.59B
JABNX
Price
$50.53
Change
+$0.28 (+0.56%)
Updated
Sep 3 closing price
Net Assets
27.92B
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BALCX vs JABNX

BALCX vs JABNX Comparison Chart in %
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BALCX vs. JABNX commentary
Sep 05, 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 JABNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. JABNX (27.9B). JABNX pays higher dividends than BALCX: JABNX (1.74) vs BALCX (1.14). BALCX was incepted earlier than JABNX: BALCX (25 years) vs JABNX (14 years). BALCX (1.30) is less costly to investors than JABNX (0.57). JABNX is a more actively managed with annual turnover of: 75.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than JABNX: BALCX (250) vs JABNX (1000000). BALCX annual gain was more profitable for investors over the last year : 9.56 vs. JABNX (2.20). BALCX return over 5 years is better than : 27.55 vs. JABNX (19.89).
BALCXJABNXBALCX / JABNX
Total Expense Ratio1.300.57228%
Annual Report Gross Expense Ratio1.300.57228%
Fund Existence25 years14 years-
Gain YTD9.2545.717162%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets283B27.9B1,014%
Annual Yield % from dividends1.141.7466%
Returns for 1 year9.562.20434%
Returns for 3 years39.7932.65122%
Returns for 5 years27.5519.89138%
Returns for 10 years73.67106.2769%
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