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BALFX vs JBAFX
BALFX vs JBAFX Comparison
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BALFX vs JBAFX Comparison Chart in %
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BALFX vs. JBAFX commentary
Aug 23, 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 JBAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. JBAFX (6.97B). BALFX pays higher dividends than JBAFX: BALFX (1.78) vs JBAFX (1.58). BALFX was incepted earlier than JBAFX: BALFX (25 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 : 12.57 vs. JBAFX (8.73). BALFX return over 5 years is better than : 33.93 vs. JBAFX (30.07).
| BALFX | JBAFX | BALFX / JBAFX | |
| Total Expense Ratio | 0.61 | 0.86 | 71% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 10.064 | 11.597 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 6.97B | 4,063% |
| Annual Yield % from dividends | 1.78 | 1.58 | 113% |
| Returns for 1 year | 12.57 | 8.73 | 144% |
| Returns for 3 years | 44.90 | 40.61 | 111% |
| Returns for 5 years | 33.93 | 30.07 | 113% |
| Returns for 10 years | 82.80 | 99.04 | 84% |
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