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BALCX vs JDBAX
BALCX vs JDBAX Comparison
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BALCX vs JDBAX Comparison Chart in %
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BALCX vs. JDBAX commentary
Aug 03, 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JDBAX (28B). JDBAX pays higher dividends than BALCX: JDBAX (1.48) vs BALCX (1.16). BALCX was incepted earlier than JDBAX: BALCX (25 years) vs JDBAX (17 years). BALCX (1.30) is less costly to investors than JDBAX (0.89). JDBAX is a more actively managed with annual turnover of: 75.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than JDBAX: BALCX (250) vs JDBAX (2500). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. JDBAX (1.36). BALCX return over 5 years is better than : 28.31 vs. JDBAX (17.22).
| BALCX | JDBAX | BALCX / JDBAX | |
| Total Expense Ratio | 1.30 | 0.89 | 146% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 7.959 | 3.064 | 260% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28B | 1,029% |
| Annual Yield % from dividends | 1.16 | 1.48 | 78% |
| Returns for 1 year | 10.48 | 1.36 | 770% |
| Returns for 3 years | 35.58 | 26.52 | 134% |
| Returns for 5 years | 28.31 | 17.22 | 164% |
| Returns for 10 years | 73.63 | 95.67 | 77% |
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