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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
BALCX vs JABRX Comparison Chart in %
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BALCX vs. JABRX commentary
Jun 23, 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 JABRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JABRX (28.3B). JABRX pays higher dividends than BALCX: JABRX (1.34) vs BALCX (1.16). BALCX was incepted earlier than JABRX: BALCX (25 years) vs JABRX (17 years). BALCX (1.30) is less costly to investors than JABRX (1.07). JABRX is a more actively managed with annual turnover of: 75.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than JABRX: BALCX (250) vs JABRX (2500). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. JABRX (6.48). BALCX return over 5 years is better than : 31.93 vs. JABRX (20.81).
| BALCX | JABRX | BALCX / JABRX | |
| Total Expense Ratio | 1.30 | 1.07 | 121% |
| Annual Report Gross Expense Ratio | 1.30 | 1.07 | 121% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 9.011 | 3.307 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28.3B | 1,018% |
| Annual Yield % from dividends | 1.16 | 1.34 | 87% |
| Returns for 1 year | 15.81 | 6.48 | 244% |
| Returns for 3 years | 41.11 | 29.70 | 138% |
| Returns for 5 years | 31.93 | 20.81 | 153% |
| Returns for 10 years | 80.43 | 101.32 | 79% |
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