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BALFX vs JABCX
BALFX vs JABCX Comparison
Open Charts BALFX vs JABCX
BALFX vs JABCX Comparison Chart in %
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BALFX vs. JABCX 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 JABCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. JABCX (27.9B). BALFX pays higher dividends than JABCX: BALFX (1.76) vs JABCX (0.84). BALFX was incepted earlier than JABCX: BALFX (26 years) vs JABCX (17 years). JABCX (1.63) is less costly to investors than BALFX (0.61). JABCX is a more actively managed with annual turnover of: 75.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than JABCX: BALFX (250) vs JABCX (2500). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. JABCX (-2.04). BALFX return over 5 years is better than : 31.40 vs. JABCX (12.69).
| BALFX | JABCX | BALFX / JABCX | |
| Total Expense Ratio | 0.61 | 1.63 | 37% |
| Annual Report Gross Expense Ratio | 0.61 | 1.63 | 37% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 8.480 | 3.046 | 278% |
| 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 | 0.84 | 210% |
| Returns for 1 year | 6.65 | -2.04 | -326% |
| Returns for 3 years | 41.33 | 26.80 | 154% |
| Returns for 5 years | 31.40 | 12.69 | 247% |
| Returns for 10 years | 83.89 | 86.14 | 97% |
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