Interact to see
Advertisement
Advertisement
BALFX vs JBAWX
BALFX vs JBAWX Comparison
Open Charts BALFX vs JBAWX
BALFX vs JBAWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. JBAWX 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 JBAWX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. JBAWX (6.9B). JBAWX (1.80) and BALFX (1.75) 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 : 12.01 vs. JBAWX (8.59). BALFX (32.95) and JBAWX (31.56) have equivalent 5 years return.
| 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 | 8.533 | 10.497 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,172% |
| Annual Yield % from dividends | 1.75 | 1.80 | 98% |
| Returns for 1 year | 12.01 | 8.59 | 140% |
| Returns for 3 years | 39.55 | 37.84 | 105% |
| Returns for 5 years | 32.95 | 31.56 | 104% |
| Returns for 10 years | 81.34 | 102.43 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers