Interact to see
Advertisement
Advertisement
BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
BALCX vs JABRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JABRX commentary
Aug 03, 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 JABRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JABRX (28B). JABRX pays higher dividends than BALCX: JABRX (1.30) 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 : 10.48 vs. JABRX (1.17). BALCX return over 5 years is better than : 28.31 vs. JABRX (16.15).
| 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 | 7.959 | 2.950 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28B | 1,029% |
| Annual Yield % from dividends | 1.16 | 1.30 | 89% |
| Returns for 1 year | 10.48 | 1.17 | 898% |
| Returns for 3 years | 35.58 | 25.85 | 138% |
| Returns for 5 years | 28.31 | 16.15 | 175% |
| Returns for 10 years | 73.63 | 92.45 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers