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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
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 JBAWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. JBAWX (6.97B). JBAWX (1.80) and BALFX (1.78) have matching dividends . BALFX was incepted earlier than JBAWX: BALFX (25 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 : 12.57 vs. JBAWX (8.91). BALFX return over 5 years is better than : 33.93 vs. JBAWX (31.40).
| BALFX | JBAWX | BALFX / JBAWX | |
| Total Expense Ratio | 0.61 | 0.61 | 100% |
| Annual Report Gross Expense Ratio | 0.61 | 0.62 | 98% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 10.064 | 11.768 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 6.97B | 4,063% |
| Annual Yield % from dividends | 1.78 | 1.80 | 99% |
| Returns for 1 year | 12.57 | 8.91 | 141% |
| Returns for 3 years | 44.90 | 41.60 | 108% |
| Returns for 5 years | 33.93 | 31.40 | 108% |
| Returns for 10 years | 82.80 | 102.68 | 81% |
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