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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
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 JDBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. JDBRX (27.8B). BALCX pays higher dividends than JDBRX: BALCX (1.16) vs JDBRX (1.09). 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 : 11.76 vs. JDBRX (2.86). BALCX return over 5 years is better than : 29.99 vs. JDBRX (16.25).
| 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 | 9.604 | 4.837 | 199% |
| Front Load | N/A | N/A | - |
| 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 | 1.09 | 106% |
| Returns for 1 year | 11.76 | 2.86 | 412% |
| Returns for 3 years | 41.83 | 31.19 | 134% |
| Returns for 5 years | 29.99 | 16.25 | 184% |
| Returns for 10 years | 74.16 | 89.57 | 83% |
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