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BALFX vs JDBAX
BALFX vs JDBAX Comparison
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BALFX vs JDBAX Comparison Chart in %
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BALFX vs. JDBAX commentary
Aug 03, 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. JDBAX (28B). 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 : 11.29 vs. JDBAX (1.36). BALFX return over 5 years is better than : 32.23 vs. JDBAX (17.22).
| 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 | 8.372 | 3.064 | 273% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28B | 1,029% |
| Annual Yield % from dividends | 1.78 | 1.48 | 121% |
| Returns for 1 year | 11.29 | 1.36 | 830% |
| Returns for 3 years | 38.49 | 26.52 | 145% |
| Returns for 5 years | 32.23 | 17.22 | 187% |
| Returns for 10 years | 82.24 | 95.67 | 86% |
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