Interact to see
Advertisement
Advertisement
BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
BALCX vs JBAWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JBAWX commentary
Jun 04, 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: 279B 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 : 16.84 vs. JBAWX (12.88). JBAWX return over 5 years is better than : 35.08 vs. BALCX (31.27).
| 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 | 9.372 | 10.145 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 6.9B | 4,046% |
| Annual Yield % from dividends | 1.16 | 1.81 | 64% |
| Returns for 1 year | 16.84 | 12.88 | 131% |
| Returns for 3 years | 42.32 | 41.27 | 103% |
| Returns for 5 years | 31.27 | 35.08 | 89% |
| Returns for 10 years | 77.17 | 107.07 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement