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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
Sep 13, 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: 285B vs. JDBAX (27.9B). JDBAX pays higher dividends than BALCX: JDBAX (1.46) vs BALCX (1.14). BALCX was incepted earlier than JDBAX: BALCX (26 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 : 5.86 vs. JDBAX (-1.27). BALCX return over 5 years is better than : 27.49 vs. JDBAX (17.02).
| BALCX | JDBAX | BALCX / JDBAX | |
| Total Expense Ratio | 1.30 | 0.89 | 146% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 7.959 | 3.525 | 226% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 27.9B | 1,022% |
| Annual Yield % from dividends | 1.14 | 1.46 | 78% |
| Returns for 1 year | 5.86 | -1.27 | -462% |
| Returns for 3 years | 38.31 | 29.78 | 129% |
| Returns for 5 years | 27.49 | 17.02 | 161% |
| Returns for 10 years | 75.19 | 99.89 | 75% |
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