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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
Jul 10, 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 JBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. JBALX (28B). BALFX pays higher dividends than JBALX: BALFX (1.75) vs JBALX (1.67). 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 : 12.91 vs. JBALX (2.73). BALFX return over 5 years is better than : 34.06 vs. JBALX (19.87).
| 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 | 9.473 | 3.278 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28B | 1,029% |
| Annual Yield % from dividends | 1.75 | 1.67 | 105% |
| Returns for 1 year | 12.91 | 2.73 | 473% |
| Returns for 3 years | 43.45 | 30.98 | 140% |
| Returns for 5 years | 34.06 | 19.87 | 171% |
| Returns for 10 years | 83.72 | 102.21 | 82% |
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