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BALFX vs JABRX
BALFX vs JABRX Comparison
Open Charts BALFX vs JABRX
BALFX vs JABRX Comparison Chart in %
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BALFX vs. JABRX 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 JABRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. JABRX (27.9B). BALFX pays higher dividends than JABRX: BALFX (1.76) vs JABRX (1.28). BALFX was incepted earlier than JABRX: BALFX (26 years) vs JABRX (17 years). JABRX (1.07) is less costly to investors than BALFX (0.61). JABRX is a more actively managed with annual turnover of: 75.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than JABRX: BALFX (250) vs JABRX (2500). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. JABRX (-1.46). BALFX return over 5 years is better than : 31.40 vs. JABRX (15.95).
| BALFX | JABRX | BALFX / JABRX | |
| Total Expense Ratio | 0.61 | 1.07 | 57% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 8.480 | 3.390 | 250% |
| 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 | 1.28 | 137% |
| Returns for 1 year | 6.65 | -1.46 | -455% |
| Returns for 3 years | 41.33 | 29.07 | 142% |
| Returns for 5 years | 31.40 | 15.95 | 197% |
| Returns for 10 years | 83.89 | 96.71 | 87% |
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