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BALCX vs JBATX
BALCX vs JBATX Comparison
Open Charts BALCX vs JBATX
BALCX vs JBATX Comparison Chart in %
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BALCX vs. JBATX commentary
Jul 14, 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: 288B vs. JBATX (6.9B). JBATX pays higher dividends than BALCX: JBATX (1.36) vs BALCX (1.14). BALCX was incepted earlier than JBATX: BALCX (25 years) vs JBATX (14 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 : 11.18 vs. JBATX (8.07). BALCX (29.01) and JBATX (28.83) have equivalent 5 years return.
| BALCX | JBATX | BALCX / JBATX | |
| Total Expense Ratio | 1.30 | 1.11 | 117% |
| Annual Report Gross Expense Ratio | 1.30 | 1.12 | 116% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 8.148 | 10.201 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,172% |
| Annual Yield % from dividends | 1.14 | 1.36 | 84% |
| Returns for 1 year | 11.18 | 8.07 | 139% |
| Returns for 3 years | 36.57 | 35.88 | 102% |
| Returns for 5 years | 29.01 | 28.83 | 101% |
| Returns for 10 years | 72.74 | 94.61 | 77% |
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