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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
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 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 (1.80) vs BALCX (1.14). 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 : 11.18 vs. JBAWX (8.59). JBAWX return over 5 years is better than : 31.56 vs. BALCX (29.01).
| 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 | 8.148 | 10.497 | 78% |
| 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 | 4,172% |
| Annual Yield % from dividends | 1.14 | 1.80 | 63% |
| Returns for 1 year | 11.18 | 8.59 | 130% |
| Returns for 3 years | 36.57 | 37.84 | 97% |
| Returns for 5 years | 29.01 | 31.56 | 92% |
| Returns for 10 years | 72.74 | 102.43 | 71% |
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