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BALCX vs JBAVX
BALCX vs JBAVX Comparison
Open Charts BALCX vs JBAVX
BALCX vs JBAVX Comparison Chart in %
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BALCX vs. JBAVX 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 JBAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. JBAVX (6.87B). JBAVX pays higher dividends than BALCX: JBAVX (1.74) vs BALCX (1.14). BALCX was incepted earlier than JBAVX: BALCX (26 years) vs JBAVX (18 years). BALCX (1.30) is less costly to investors than JBAVX (0.67). JBAVX is a more actively managed with annual turnover of: 71.00 vs. BALCX (50.00). JBAVX has a lower initial minimum investment than BALCX: JBAVX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. JBAVX (2.75). JBAVX (28.27) and BALCX (27.49) have equivalent 5 years return.
| BALCX | JBAVX | BALCX / JBAVX | |
| Total Expense Ratio | 1.30 | 0.66 | 197% |
| Annual Report Gross Expense Ratio | 1.30 | 0.67 | 194% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 7.959 | 9.780 | 81% |
| 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 | 1.74 | 66% |
| Returns for 1 year | 5.86 | 2.75 | 213% |
| Returns for 3 years | 38.31 | 36.55 | 105% |
| Returns for 5 years | 27.49 | 28.27 | 97% |
| Returns for 10 years | 75.19 | 102.01 | 74% |
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