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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
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JABNX (28.3B). JABNX pays higher dividends than BALCX: JABNX (1.80) 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 : 14.02 vs. JABNX (4.81). BALCX return over 5 years is better than : 29.25 vs. JABNX (23.01).
| 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 | 8.321 | 2.485 | 335% |
| 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 | 1.16 | 1.80 | 65% |
| Returns for 1 year | 14.02 | 4.81 | 292% |
| Returns for 3 years | 39.52 | 30.32 | 130% |
| Returns for 5 years | 29.25 | 23.01 | 127% |
| Returns for 10 years | 76.48 | 106.51 | 72% |
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| T. Rowe Price International Value Eq R | |||
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| Nuveen International Opps I | |||
| PNOTX | 19.32 | 0.06 | +0.31% |
| Putnam Sustainable Future R6 | |||
| JVSIX | 17.03 | N/A | N/A |
| Janus Henderson Small-Mid Cap Value I | |||