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BALFX vs JBAWX
BALFX vs JBAWX Comparison
Open Charts BALFX vs JBAWX
BALFX vs JBAWX Comparison Chart in %
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BALFX vs. JBAWX 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 JBAWX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. JBAWX (6.87B). JBAWX (1.79) and BALFX (1.76) have matching dividends . BALFX was incepted earlier than JBAWX: BALFX (26 years) vs JBAWX (15 years). JBAWX (0.62) and BALFX (0.61) have similar cost to investors . JBAWX is a more actively managed with annual turnover of: 71.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than JBAWX: BALFX (250) vs JBAWX (1000000). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. JBAWX (2.78). BALFX return over 5 years is better than : 31.40 vs. JBAWX (28.51).
| BALFX | JBAWX | BALFX / JBAWX | |
| Total Expense Ratio | 0.61 | 0.61 | 100% |
| Annual Report Gross Expense Ratio | 0.61 | 0.62 | 98% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 8.480 | 9.844 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 6.87B | 4,151% |
| Annual Yield % from dividends | 1.76 | 1.79 | 98% |
| Returns for 1 year | 6.65 | 2.78 | 239% |
| Returns for 3 years | 41.33 | 36.69 | 113% |
| Returns for 5 years | 31.40 | 28.51 | 110% |
| Returns for 10 years | 83.89 | 102.65 | 82% |
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