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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
Aug 23, 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 JBAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. JBAVX (6.97B). BALFX (1.78) 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 : 12.57 vs. JBAVX (8.89). BALFX return over 5 years is better than : 33.93 vs. JBAVX (31.13).
| 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 | 10.064 | 11.697 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 6.97B | 4,063% |
| Annual Yield % from dividends | 1.78 | 1.75 | 102% |
| Returns for 1 year | 12.57 | 8.89 | 141% |
| Returns for 3 years | 44.90 | 41.44 | 108% |
| Returns for 5 years | 33.93 | 31.13 | 109% |
| Returns for 10 years | 82.80 | 102.02 | 81% |
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