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BALCX vs JBATX
BALCX vs JBATX Comparison
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BALCX vs JBATX Comparison Chart in %
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BALCX vs. JBATX commentary
Sep 12, 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 JBATX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. JBATX (6.87B). JBATX pays higher dividends than BALCX: JBATX (1.36) vs BALCX (1.14). BALCX was incepted earlier than JBATX: BALCX (26 years) vs JBATX (15 years). BALCX (1.30) is less costly to investors than JBATX (1.12). JBATX is a more actively managed with annual turnover of: 71.00 vs. BALCX (50.00). JBATX has a lower initial minimum investment than BALCX: JBATX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. JBATX (2.31). BALCX return over 5 years is better than : 27.49 vs. JBATX (25.81).
| BALCX | JBATX | BALCX / JBATX | |
| Total Expense Ratio | 1.30 | 1.11 | 117% |
| Annual Report Gross Expense Ratio | 1.30 | 1.12 | 116% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 7.959 | 9.480 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 6.87B | 4,151% |
| Annual Yield % from dividends | 1.14 | 1.36 | 84% |
| Returns for 1 year | 5.86 | 2.31 | 253% |
| Returns for 3 years | 38.31 | 34.72 | 110% |
| Returns for 5 years | 27.49 | 25.81 | 107% |
| Returns for 10 years | 75.19 | 94.92 | 79% |
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