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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
Aug 16, 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: 283B vs. JABNX (27.8B). JABNX pays higher dividends than BALCX: JABNX (1.76) vs BALCX (1.16). 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 : 10.95 vs. JABNX (3.87). BALCX return over 5 years is better than : 29.47 vs. JABNX (22.46).
| 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 | 9.901 | 6.764 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 27.8B | 1,018% |
| Annual Yield % from dividends | 1.16 | 1.76 | 66% |
| Returns for 1 year | 10.95 | 3.87 | 283% |
| Returns for 3 years | 41.04 | 34.72 | 118% |
| Returns for 5 years | 29.47 | 22.46 | 131% |
| Returns for 10 years | 75.12 | 107.96 | 70% |
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