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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
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 JBAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JBAVX (6.9B). JBAVX pays higher dividends than BALCX: JBAVX (1.75) vs BALCX (1.14). 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 : 11.18 vs. JBAVX (8.58). JBAVX return over 5 years is better than : 31.35 vs. BALCX (29.01).
| BALCX | JBAVX | BALCX / JBAVX | |
| Total Expense Ratio | 1.30 | 0.66 | 197% |
| Annual Report Gross Expense Ratio | 1.30 | 0.67 | 194% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 8.148 | 10.430 | 78% |
| 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 | 1.75 | 65% |
| Returns for 1 year | 11.18 | 8.58 | 130% |
| Returns for 3 years | 36.57 | 37.69 | 97% |
| Returns for 5 years | 29.01 | 31.35 | 93% |
| Returns for 10 years | 72.74 | 101.67 | 72% |
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