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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. JBAVX (6.97B). JBAVX pays higher dividends than BALCX: JBAVX (1.75) 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 : 11.76 vs. JBAVX (8.89). JBAVX (31.13) and BALCX (29.99) 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 | 25 years | 18 years | - |
| Gain YTD | 9.604 | 11.697 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 6.97B | 4,063% |
| Annual Yield % from dividends | 1.16 | 1.75 | 66% |
| Returns for 1 year | 11.76 | 8.89 | 132% |
| Returns for 3 years | 41.83 | 41.44 | 101% |
| Returns for 5 years | 29.99 | 31.13 | 96% |
| Returns for 10 years | 74.16 | 102.02 | 73% |
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