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BALFX vs JBAVX
BALFX vs JBAVX Comparison
Open Charts BALFX vs JBAVX
BALFX vs JBAVX Comparison Chart in %
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BALFX vs. JBAVX 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 JBAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. JBAVX (6.9B). BALFX (1.75) and JBAVX (1.75) have matching dividends . BALFX was incepted earlier than JBAVX: BALFX (25 years) vs JBAVX (18 years). JBAVX (0.67) is less costly to investors than BALFX (0.61). JBAVX is a more actively managed with annual turnover of: 71.00 vs. BALFX (50.00). JBAVX has a lower initial minimum investment than BALFX: JBAVX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. JBAVX (8.58). BALFX (32.95) and JBAVX (31.35) have equivalent 5 years return.
| BALFX | JBAVX | BALFX / JBAVX | |
| Total Expense Ratio | 0.61 | 0.66 | 92% |
| Annual Report Gross Expense Ratio | 0.61 | 0.67 | 91% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 8.533 | 10.430 | 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 | 1.75 | 100% |
| Returns for 1 year | 12.01 | 8.58 | 140% |
| Returns for 3 years | 39.55 | 37.69 | 105% |
| Returns for 5 years | 32.95 | 31.35 | 105% |
| Returns for 10 years | 81.34 | 101.67 | 80% |
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