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BALFX vs JABNX
BALFX vs JABNX Comparison
Open Charts BALFX vs JABNX
BALFX vs JABNX Comparison Chart in %
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BALFX vs. JABNX commentary
Aug 16, 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 JABNX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. JABNX (27.8B). BALFX (1.78) and JABNX (1.76) have matching dividends . BALFX was incepted earlier than JABNX: BALFX (25 years) vs JABNX (14 years). BALFX (0.61) is less costly to investors than JABNX (0.57). JABNX is a more actively managed with annual turnover of: 75.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than JABNX: BALFX (250) vs JABNX (1000000). BALFX annual gain was more profitable for investors over the last year : 11.76 vs. JABNX (3.87). BALFX return over 5 years is better than : 33.44 vs. JABNX (22.46).
| BALFX | JABNX | BALFX / JABNX | |
| Total Expense Ratio | 0.61 | 0.57 | 107% |
| Annual Report Gross Expense Ratio | 0.61 | 0.57 | 107% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 10.359 | 6.764 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 27.8B | 1,018% |
| Annual Yield % from dividends | 1.78 | 1.76 | 101% |
| Returns for 1 year | 11.76 | 3.87 | 304% |
| Returns for 3 years | 44.09 | 34.72 | 127% |
| Returns for 5 years | 33.44 | 22.46 | 149% |
| Returns for 10 years | 83.80 | 107.96 | 78% |
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