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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
Jul 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 Buy 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 (1.57) vs BALCX (1.14). 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 : 11.18 vs. JBAFX (8.42). JBAFX (30.28) and BALCX (29.01) 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 | 8.148 | 10.369 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,172% |
| Annual Yield % from dividends | 1.14 | 1.57 | 73% |
| Returns for 1 year | 11.18 | 8.42 | 133% |
| Returns for 3 years | 36.57 | 36.93 | 99% |
| Returns for 5 years | 29.01 | 30.28 | 96% |
| Returns for 10 years | 72.74 | 98.76 | 74% |
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