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BALFX vs JDBAX
BALFX vs JDBAX Comparison
Open Charts BALFX vs JDBAX
BALFX vs JDBAX Comparison Chart in %
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BALFX vs. JDBAX 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 JDBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. JDBAX (27.8B). BALFX pays higher dividends than JDBAX: BALFX (1.78) vs JDBAX (1.48). BALFX was incepted earlier than JDBAX: BALFX (25 years) vs JDBAX (17 years). JDBAX (0.89) is less costly to investors than BALFX (0.61). JDBAX is a more actively managed with annual turnover of: 75.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than JDBAX: BALFX (250) vs JDBAX (2500). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. JDBAX (3.36). BALFX return over 5 years is better than : 33.93 vs. JDBAX (18.93).
| BALFX | JDBAX | BALFX / JDBAX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 10.064 | 5.139 | 196% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 27.8B | 1,018% |
| Annual Yield % from dividends | 1.78 | 1.48 | 120% |
| Returns for 1 year | 12.57 | 3.36 | 374% |
| Returns for 3 years | 44.90 | 33.03 | 136% |
| Returns for 5 years | 33.93 | 18.93 | 179% |
| Returns for 10 years | 82.80 | 97.78 | 85% |
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