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BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
BALCX vs JBAWX Comparison Chart in %
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BALCX vs. JBAWX 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 JBAWX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JBAWX (6.9B). JBAWX pays higher dividends than BALCX: JBAWX (1.81) vs BALCX (1.16). BALCX was incepted earlier than JBAWX: BALCX (25 years) vs JBAWX (15 years). BALCX (1.30) is less costly to investors than JBAWX (0.62). JBAWX is a more actively managed with annual turnover of: 71.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than JBAWX: BALCX (250) vs JBAWX (1000000). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. JBAWX (12.02). JBAWX return over 5 years is better than : 34.65 vs. BALCX (31.93).
| BALCX | JBAWX | BALCX / JBAWX | |
| Total Expense Ratio | 1.30 | 0.61 | 213% |
| Annual Report Gross Expense Ratio | 1.30 | 0.62 | 210% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 9.011 | 10.726 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,173% |
| Annual Yield % from dividends | 1.16 | 1.81 | 64% |
| Returns for 1 year | 15.81 | 12.02 | 132% |
| Returns for 3 years | 41.11 | 40.74 | 101% |
| Returns for 5 years | 31.93 | 34.65 | 92% |
| Returns for 10 years | 80.43 | 112.37 | 72% |
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