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BALFX vs JBALX
BALFX vs JBALX Comparison
Open Charts BALFX vs JBALX
BALFX vs JBALX Comparison Chart in %
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BALFX vs. JBALX commentary
Sep 04, 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 JBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. JBALX (27.9B). BALFX pays higher dividends than JBALX: BALFX (1.76) vs JBALX (1.64). BALFX was incepted earlier than JBALX: BALFX (25 years) vs JBALX (17 years). JBALX (0.67) is less costly to investors than BALFX (0.61). JBALX is a more actively managed with annual turnover of: 75.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than JBALX: BALFX (250) vs JBALX (1000000). BALFX annual gain was more profitable for investors over the last year : 11.24 vs. JBALX (2.89). BALFX return over 5 years is better than : 31.65 vs. JBALX (19.37).
| BALFX | JBALX | BALFX / JBALX | |
| Total Expense Ratio | 0.61 | 0.67 | 91% |
| Annual Report Gross Expense Ratio | 0.61 | 0.67 | 91% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 9.929 | 5.659 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 27.9B | 1,014% |
| Annual Yield % from dividends | 1.76 | 1.64 | 107% |
| Returns for 1 year | 11.24 | 2.89 | 389% |
| Returns for 3 years | 42.31 | 31.57 | 134% |
| Returns for 5 years | 31.65 | 19.37 | 163% |
| Returns for 10 years | 83.09 | 104.90 | 79% |
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