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BALFX vs JABAX
BALFX vs JABAX Comparison
Open Charts BALFX vs JABAX
BALFX vs JABAX Comparison Chart in %
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BALFX vs. JABAX 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 BALFX is a Buy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. JABAX (27.9B). BALFX pays higher dividends than JABAX: BALFX (1.76) vs JABAX (1.52). BALFX was incepted earlier than JABAX: BALFX (26 years) vs JABAX (34 years). JABAX (0.82) is less costly to investors than BALFX (0.61). JABAX is a more actively managed with annual turnover of: 75.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than JABAX: BALFX (250) vs JABAX (2500). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. JABAX (-1.19). BALFX return over 5 years is better than : 31.40 vs. JABAX (17.50).
| BALFX | JABAX | BALFX / JABAX | |
| Total Expense Ratio | 0.61 | 0.82 | 74% |
| Annual Report Gross Expense Ratio | 0.61 | 0.82 | 74% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 8.480 | 3.575 | 237% |
| 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 | 1.76 | 1.52 | 116% |
| Returns for 1 year | 6.65 | -1.19 | -556% |
| Returns for 3 years | 41.33 | 30.08 | 137% |
| Returns for 5 years | 31.40 | 17.50 | 179% |
| Returns for 10 years | 83.89 | 101.73 | 82% |
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