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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 07, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JABNX (28.3B). 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 : 12.33 vs. JABNX (3.23). BALCX return over 5 years is better than : 30.72 vs. JABNX (21.18).
| 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 | 9.415 | 3.981 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28.3B | 1,018% |
| Annual Yield % from dividends | 1.14 | 1.76 | 65% |
| Returns for 1 year | 12.33 | 3.23 | 382% |
| Returns for 3 years | 41.49 | 32.66 | 127% |
| Returns for 5 years | 30.72 | 21.18 | 145% |
| Returns for 10 years | 75.76 | 105.33 | 72% |
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