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BALCX vs JABNX
BALCX vs JABNX Comparison
Open Charts BALCX vs JABNX
BALCX vs JABNX Comparison Chart in %
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BALCX vs. JABNX commentary
Jul 27, 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 JABNX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JABNX (28B). JABNX pays higher dividends than BALCX: JABNX (1.76) 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 : 9.54 vs. JABNX (1.34). BALCX return over 5 years is better than : 27.72 vs. JABNX (18.16).
| BALCX | JABNX | BALCX / JABNX | |
| Total Expense Ratio | 1.30 | 0.57 | 228% |
| Annual Report Gross Expense Ratio | 1.30 | 0.57 | 228% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.366 | 2.747 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28B | 1,029% |
| Annual Yield % from dividends | 1.14 | 1.76 | 65% |
| Returns for 1 year | 9.54 | 1.34 | 712% |
| Returns for 3 years | 34.70 | 26.98 | 129% |
| Returns for 5 years | 27.72 | 18.16 | 153% |
| Returns for 10 years | 71.56 | 100.34 | 71% |
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