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BALFX vs JBATX
BALFX vs JBATX Comparison
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BALFX vs JBATX Comparison Chart in %
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BALFX vs. JBATX commentary
Sep 12, 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 JBATX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. JBATX (6.87B). BALFX pays higher dividends than JBATX: BALFX (1.76) vs JBATX (1.36). BALFX was incepted earlier than JBATX: BALFX (26 years) vs JBATX (15 years). JBATX (1.12) is less costly to investors than BALFX (0.61). JBATX is a more actively managed with annual turnover of: 71.00 vs. BALFX (50.00). JBATX has a lower initial minimum investment than BALFX: JBATX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. JBATX (2.31). BALFX return over 5 years is better than : 31.40 vs. JBATX (25.81).
| BALFX | JBATX | BALFX / JBATX | |
| Total Expense Ratio | 0.61 | 1.11 | 55% |
| Annual Report Gross Expense Ratio | 0.61 | 1.12 | 54% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 8.480 | 9.480 | 89% |
| 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 | 1.36 | 129% |
| Returns for 1 year | 6.65 | 2.31 | 287% |
| Returns for 3 years | 41.33 | 34.72 | 119% |
| Returns for 5 years | 31.40 | 25.81 | 122% |
| Returns for 10 years | 83.89 | 94.92 | 88% |
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