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BALCX vs JBALX
BALCX vs JBALX Comparison
Open Charts BALCX vs JBALX
BALCX vs JBALX Comparison Chart in %
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BALCX vs. JBALX commentary
Aug 21, 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: 283B vs. JBALX (27.8B). JBALX pays higher dividends than BALCX: JBALX (1.67) vs BALCX (1.16). 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 : 11.20 vs. JBALX (3.76). BALCX return over 5 years is better than : 29.83 vs. JBALX (21.04).
| 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 | 9.469 | 5.909 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 27.8B | 1,018% |
| Annual Yield % from dividends | 1.16 | 1.67 | 69% |
| Returns for 1 year | 11.20 | 3.76 | 298% |
| Returns for 3 years | 41.56 | 34.52 | 120% |
| Returns for 5 years | 29.83 | 21.04 | 142% |
| Returns for 10 years | 74.16 | 104.34 | 71% |
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