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BALCX vs JBAFX
BALCX vs JBAFX Comparison
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BALCX vs JBAFX Comparison Chart in %
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BALCX vs. JBAFX commentary
Jun 04, 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 JBAFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. JBAFX (6.9B). JBAFX pays higher dividends than BALCX: JBAFX (1.58) vs BALCX (1.16). BALCX was incepted earlier than JBAFX: BALCX (25 years) vs JBAFX (18 years). BALCX (1.30) is less costly to investors than JBAFX (0.97). JBAFX is a more actively managed with annual turnover of: 71.00 vs. BALCX (50.00). JBAFX has a lower initial minimum investment than BALCX: JBAFX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. JBAFX (12.65). JBAFX return over 5 years is better than : 33.71 vs. BALCX (31.27).
| BALCX | JBAFX | BALCX / JBAFX | |
| Total Expense Ratio | 1.30 | 0.86 | 151% |
| Annual Report Gross Expense Ratio | 1.30 | 0.97 | 134% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 9.372 | 10.017 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 6.9B | 4,046% |
| Annual Yield % from dividends | 1.16 | 1.58 | 73% |
| Returns for 1 year | 16.84 | 12.65 | 133% |
| Returns for 3 years | 42.32 | 40.30 | 105% |
| Returns for 5 years | 31.27 | 33.71 | 93% |
| Returns for 10 years | 77.17 | 103.38 | 75% |
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