Interact to see
Advertisement
Advertisement
BALCX vs JDBRX
BALCX vs JDBRX Comparison
Open Charts BALCX vs JDBRX
BALCX vs JDBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JDBRX 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 JDBRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JDBRX (28B). BALCX pays higher dividends than JDBRX: BALCX (1.16) vs JDBRX (1.08). BALCX was incepted earlier than JDBRX: BALCX (25 years) vs JDBRX (17 years). JDBRX (1.32) and BALCX (1.30) have similar cost to investors . JDBRX is a more actively managed with annual turnover of: 75.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than JDBRX: BALCX (250) vs JDBRX (2500). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. JDBRX (0.87). BALCX return over 5 years is better than : 28.31 vs. JDBRX (14.57).
| BALCX | JDBRX | BALCX / JDBRX | |
| Total Expense Ratio | 1.30 | 1.32 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.32 | 98% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 7.959 | 2.791 | 285% |
| Front Load | N/A | N/A | - |
| 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 | 1.08 | 107% |
| Returns for 1 year | 10.48 | 0.87 | 1,202% |
| Returns for 3 years | 35.58 | 24.80 | 143% |
| Returns for 5 years | 28.31 | 14.57 | 194% |
| Returns for 10 years | 73.63 | 87.53 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement