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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
Sep 12, 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 JBAWX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. JBAWX (6.87B). JBAWX pays higher dividends than BALCX: JBAWX (1.79) vs BALCX (1.14). BALCX was incepted earlier than JBAWX: BALCX (26 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 : 5.86 vs. JBAWX (2.78). JBAWX (28.51) and BALCX (27.49) have equivalent 5 years return.
| BALCX | JBAWX | BALCX / JBAWX | |
| Total Expense Ratio | 1.30 | 0.61 | 213% |
| Annual Report Gross Expense Ratio | 1.30 | 0.62 | 210% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 7.959 | 9.844 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 6.87B | 4,151% |
| Annual Yield % from dividends | 1.14 | 1.79 | 64% |
| Returns for 1 year | 5.86 | 2.78 | 211% |
| Returns for 3 years | 38.31 | 36.69 | 104% |
| Returns for 5 years | 27.49 | 28.51 | 96% |
| Returns for 10 years | 75.19 | 102.65 | 73% |
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