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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 24, 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: 288B 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 : 15.81 vs. JBAFX (11.79). JBAFX (33.29) and BALCX (31.93) have equivalent 5 years return.
| 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 | 9.011 | 10.595 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,173% |
| Annual Yield % from dividends | 1.16 | 1.58 | 73% |
| Returns for 1 year | 15.81 | 11.79 | 134% |
| Returns for 3 years | 41.11 | 39.80 | 103% |
| Returns for 5 years | 31.93 | 33.29 | 96% |
| Returns for 10 years | 80.43 | 108.58 | 74% |
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