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BALFX vs JBAFX
BALFX vs JBAFX Comparison
Open Charts BALFX vs JBAFX
BALFX vs JBAFX Comparison Chart in %
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BALFX vs. JBAFX commentary
Sep 13, 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 JBAFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. JBAFX (6.87B). BALFX pays higher dividends than JBAFX: BALFX (1.76) vs JBAFX (1.57). BALFX was incepted earlier than JBAFX: BALFX (26 years) vs JBAFX (18 years). JBAFX (0.97) is less costly to investors than BALFX (0.61). JBAFX is a more actively managed with annual turnover of: 71.00 vs. BALFX (50.00). JBAFX has a lower initial minimum investment than BALFX: JBAFX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. JBAFX (2.61). BALFX return over 5 years is better than : 31.40 vs. JBAFX (27.23).
| BALFX | JBAFX | BALFX / JBAFX | |
| Total Expense Ratio | 0.61 | 0.86 | 71% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 8.480 | 9.686 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 6.87B | 4,151% |
| Annual Yield % from dividends | 1.76 | 1.57 | 112% |
| Returns for 1 year | 6.65 | 2.61 | 255% |
| Returns for 3 years | 41.33 | 35.81 | 115% |
| Returns for 5 years | 31.40 | 27.23 | 115% |
| Returns for 10 years | 83.89 | 99.03 | 85% |
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