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BALCX vs JDBRX
BALCX vs JDBRX Comparison
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BALCX vs JDBRX Comparison Chart in %
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BALCX vs. JDBRX commentary
Jul 14, 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 (1.14) and JDBRX (1.08) have matching dividends . 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 : 11.18 vs. JDBRX (2.25). BALCX return over 5 years is better than : 29.01 vs. JDBRX (15.48).
| 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 | 8.148 | 2.939 | 277% |
| 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 | 1.14 | 1.08 | 105% |
| Returns for 1 year | 11.18 | 2.25 | 497% |
| Returns for 3 years | 36.57 | 26.29 | 139% |
| Returns for 5 years | 29.01 | 15.48 | 187% |
| Returns for 10 years | 72.74 | 88.13 | 83% |
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