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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
Aug 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 JBAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. JBAFX (6.97B). 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 : 11.76 vs. JBAFX (8.73). JBAFX (30.07) and BALCX (29.99) 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 | 9.604 | 11.597 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 6.97B | 4,063% |
| Annual Yield % from dividends | 1.16 | 1.58 | 73% |
| Returns for 1 year | 11.76 | 8.73 | 135% |
| Returns for 3 years | 41.83 | 40.61 | 103% |
| Returns for 5 years | 29.99 | 30.07 | 100% |
| Returns for 10 years | 74.16 | 99.04 | 75% |
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