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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
Jul 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 Buy and JBAFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. JBAFX (6.9B). BALFX pays higher dividends than JBAFX: BALFX (1.75) vs JBAFX (1.57). 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 : 12.01 vs. JBAFX (8.42). BALFX return over 5 years is better than : 32.95 vs. JBAFX (30.28).
| 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 | 8.533 | 10.369 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,172% |
| Annual Yield % from dividends | 1.75 | 1.57 | 112% |
| Returns for 1 year | 12.01 | 8.42 | 143% |
| Returns for 3 years | 39.55 | 36.93 | 107% |
| Returns for 5 years | 32.95 | 30.28 | 109% |
| Returns for 10 years | 81.34 | 98.76 | 82% |
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