Interact to see
Advertisement
Advertisement
BALFX vs JABNX
BALFX vs JABNX Comparison
Open Charts BALFX vs JABNX
BALFX vs JABNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. JABNX commentary
Jun 14, 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 Hold and JABNX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. JABNX (28.3B). JABNX (1.80) and BALFX (1.75) 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 : 14.88 vs. JABNX (4.81). BALFX return over 5 years is better than : 33.20 vs. JABNX (23.01).
| 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 | 8.655 | 2.485 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28.3B | 1,018% |
| Annual Yield % from dividends | 1.75 | 1.80 | 97% |
| Returns for 1 year | 14.88 | 4.81 | 309% |
| Returns for 3 years | 42.57 | 30.32 | 140% |
| Returns for 5 years | 33.20 | 23.01 | 144% |
| Returns for 10 years | 84.97 | 106.51 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSSCX | 10.78 | 0.13 | +1.22% |
| Goldman Sachs Small Cap Value C | |||
| RRIGX | 26.21 | 0.18 | +0.69% |
| T. Rowe Price International Value Eq R | |||
| TIOHX | 17.81 | 0.09 | +0.51% |
| Nuveen International Opps I | |||
| PNOTX | 19.32 | 0.06 | +0.31% |
| Putnam Sustainable Future R6 | |||
| JVSIX | 17.03 | N/A | N/A |
| Janus Henderson Small-Mid Cap Value I | |||