BALCX
Price
$40.42
Change
-$0.14 (-0.35%)
Updated
Jun 22 closing price
Net Assets
287.61B
JBAVX
Price
$32.40
Change
-$0.09 (-0.28%)
Updated
Jun 22 closing price
Net Assets
6.9B
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BALCX vs JBAVX

BALCX vs JBAVX Comparison Chart in %
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BALCX vs. JBAVX commentary
Jun 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 JBAVX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JBAVX (6.9B). JBAVX pays higher dividends than BALCX: JBAVX (1.76) vs BALCX (1.16). BALCX was incepted earlier than JBAVX: BALCX (25 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 : 15.81 vs. JBAVX (11.99). JBAVX return over 5 years is better than : 34.42 vs. BALCX (31.93).
BALCXJBAVXBALCX / JBAVX
Total Expense Ratio1.300.66197%
Annual Report Gross Expense Ratio1.300.67194%
Fund Existence25 years18 years-
Gain YTD9.01110.67284%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B6.9B4,173%
Annual Yield % from dividends1.161.7666%
Returns for 1 year15.8111.99132%
Returns for 3 years41.1140.60101%
Returns for 5 years31.9334.4293%
Returns for 10 years80.43111.6672%
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