Interact to see
Advertisement
Advertisement
BALFX vs JBAVX
BALFX vs JBAVX Comparison
Open Charts BALFX vs JBAVX
BALFX vs JBAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. JBAVX 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 JBAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. JBAVX (6.87B). BALFX (1.76) and JBAVX (1.74) have matching dividends . BALFX was incepted earlier than JBAVX: BALFX (26 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 : 6.65 vs. JBAVX (2.75). BALFX return over 5 years is better than : 31.40 vs. JBAVX (28.27).
| BALFX | JBAVX | BALFX / JBAVX | |
| Total Expense Ratio | 0.61 | 0.66 | 92% |
| Annual Report Gross Expense Ratio | 0.61 | 0.67 | 91% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 8.480 | 9.780 | 87% |
| 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 | 1.74 | 101% |
| Returns for 1 year | 6.65 | 2.75 | 241% |
| Returns for 3 years | 41.33 | 36.55 | 113% |
| Returns for 5 years | 31.40 | 28.27 | 111% |
| Returns for 10 years | 83.89 | 102.01 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers