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BALCX vs JDBAX
BALCX vs JDBAX Comparison
Open Charts BALCX vs JDBAX
BALCX vs JDBAX Comparison Chart in %
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BALCX vs. JDBAX commentary
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. JDBAX (27.8B). 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 : 11.76 vs. JDBAX (3.36). BALCX return over 5 years is better than : 29.99 vs. JDBAX (18.93).
| 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 | 9.604 | 5.139 | 187% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 27.8B | 1,018% |
| Annual Yield % from dividends | 1.16 | 1.48 | 78% |
| Returns for 1 year | 11.76 | 3.36 | 350% |
| Returns for 3 years | 41.83 | 33.03 | 127% |
| Returns for 5 years | 29.99 | 18.93 | 158% |
| Returns for 10 years | 74.16 | 97.78 | 76% |
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