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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
Jun 20, 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 JDBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JDBAX (28.3B). JDBAX pays higher dividends than BALCX: JDBAX (1.52) 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 : 15.04 vs. JDBAX (5.79). BALCX return over 5 years is better than : 32.43 vs. JDBAX (22.53).
| 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 | 8.471 | 2.896 | 293% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28.3B | 1,018% |
| Annual Yield % from dividends | 1.16 | 1.52 | 76% |
| Returns for 1 year | 15.04 | 5.79 | 260% |
| Returns for 3 years | 39.06 | 28.83 | 136% |
| Returns for 5 years | 32.43 | 22.53 | 144% |
| Returns for 10 years | 78.05 | 101.48 | 77% |
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