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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
Jul 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 JBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JBALX (28B). JBALX pays higher dividends than BALCX: JBALX (1.67) vs BALCX (1.14). BALCX was incepted earlier than JBALX: BALCX (25 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 : 10.94 vs. JBALX (2.64). BALCX return over 5 years is better than : 28.68 vs. JBALX (18.37).
| BALCX | JBALX | BALCX / JBALX | |
| Total Expense Ratio | 1.30 | 0.67 | 194% |
| Annual Report Gross Expense Ratio | 1.30 | 0.67 | 194% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 8.175 | 3.341 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28B | 1,029% |
| Annual Yield % from dividends | 1.14 | 1.67 | 68% |
| Returns for 1 year | 10.94 | 2.64 | 414% |
| Returns for 3 years | 36.20 | 27.83 | 130% |
| Returns for 5 years | 28.68 | 18.37 | 156% |
| Returns for 10 years | 72.51 | 100.06 | 72% |
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