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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
Sep 13, 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: 285B vs. JDBAX (27.9B). BALFX pays higher dividends than JDBAX: BALFX (1.76) vs JDBAX (1.46). BALFX was incepted earlier than JDBAX: BALFX (26 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 : 6.65 vs. JDBAX (-1.27). BALFX return over 5 years is better than : 31.40 vs. JDBAX (17.02).
| BALFX | JDBAX | BALFX / JDBAX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 8.480 | 3.525 | 241% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 27.9B | 1,022% |
| Annual Yield % from dividends | 1.76 | 1.46 | 121% |
| Returns for 1 year | 6.65 | -1.27 | -524% |
| Returns for 3 years | 41.33 | 29.78 | 139% |
| Returns for 5 years | 31.40 | 17.02 | 184% |
| Returns for 10 years | 83.89 | 99.89 | 84% |
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