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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
Sep 12, 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: 285B vs. JDBRX (27.9B). BALCX pays higher dividends than JDBRX: BALCX (1.14) vs JDBRX (1.07). BALCX was incepted earlier than JDBRX: BALCX (26 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 : 5.86 vs. JDBRX (-1.77). BALCX return over 5 years is better than : 27.49 vs. JDBRX (14.38).
| BALCX | JDBRX | BALCX / JDBRX | |
| Total Expense Ratio | 1.30 | 1.32 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.32 | 98% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 7.959 | 3.192 | 249% |
| Front Load | N/A | N/A | - |
| 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 | 1.07 | 107% |
| Returns for 1 year | 5.86 | -1.77 | -331% |
| Returns for 3 years | 38.31 | 27.97 | 137% |
| Returns for 5 years | 27.49 | 14.38 | 191% |
| Returns for 10 years | 75.19 | 91.63 | 82% |
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