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BALCX vs JDBRX
BALCX vs JDBRX Comparison
Open Charts BALCX vs JDBRX
BALCX vs JDBRX Comparison Chart in %
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BALCX vs. JDBRX commentary
Jun 04, 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: 279B vs. JDBRX (27.8B). BALCX (1.16) and JDBRX (1.13) 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 : 16.84 vs. JDBRX (7.34). BALCX return over 5 years is better than : 31.27 vs. JDBRX (21.67).
| 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 | 9.372 | 3.652 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 27.8B | 1,004% |
| Annual Yield % from dividends | 1.16 | 1.13 | 103% |
| Returns for 1 year | 16.84 | 7.34 | 230% |
| Returns for 3 years | 42.32 | 29.76 | 142% |
| Returns for 5 years | 31.27 | 21.67 | 144% |
| Returns for 10 years | 77.17 | 92.68 | 83% |
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