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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. JABAX (28.3B). BALFX pays higher dividends than JABAX: BALFX (1.75) vs JABAX (1.58). BALFX was incepted earlier than JABAX: BALFX (25 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 : 14.82 vs. JABAX (6.77). BALFX return over 5 years is better than : 33.97 vs. JABAX (22.40).
| BALFX | JABAX | BALFX / JABAX | |
| Total Expense Ratio | 0.61 | 0.82 | 74% |
| Annual Report Gross Expense Ratio | 0.61 | 0.82 | 74% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 8.238 | 3.429 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28.3B | 1,018% |
| Annual Yield % from dividends | 1.75 | 1.58 | 111% |
| Returns for 1 year | 14.82 | 6.77 | 219% |
| Returns for 3 years | 42.73 | 30.75 | 139% |
| Returns for 5 years | 33.97 | 22.40 | 152% |
| Returns for 10 years | 87.44 | 106.51 | 82% |
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