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BALCX vs JBALX
BALCX vs JBALX Comparison
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BALCX vs JBALX Comparison Chart in %
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BALCX vs. JBALX commentary
Sep 16, 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 JBALX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. JBALX (27.9B). JBALX pays higher dividends than BALCX: JBALX (1.64) vs BALCX (1.14). BALCX was incepted earlier than JBALX: BALCX (26 years) vs JBALX (17 years). BALCX (1.30) is less costly to investors than JBALX (0.67). JBALX is a more actively managed with annual turnover of: 75.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than JBALX: BALCX (250) vs JBALX (1000000). BALCX annual gain was more profitable for investors over the last year : 4.86 vs. JBALX (-1.78). BALCX return over 5 years is better than : 26.25 vs. JBALX (17.53).
| BALCX | JBALX | BALCX / JBALX | |
| Total Expense Ratio | 1.30 | 0.67 | 194% |
| Annual Report Gross Expense Ratio | 1.30 | 0.67 | 194% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 7.158 | 3.215 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 27.9B | 1,022% |
| Annual Yield % from dividends | 1.14 | 1.64 | 70% |
| Returns for 1 year | 4.86 | -1.78 | -272% |
| Returns for 3 years | 37.51 | 30.38 | 123% |
| Returns for 5 years | 26.25 | 17.53 | 150% |
| Returns for 10 years | 73.69 | 102.78 | 72% |
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