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BALFX vs JDBRX
BALFX vs JDBRX Comparison
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BALFX vs JDBRX Comparison Chart in %
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BALFX vs. JDBRX 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 JDBRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. JDBRX (28B). BALFX pays higher dividends than JDBRX: BALFX (1.78) vs JDBRX (1.08). BALFX was incepted earlier than JDBRX: BALFX (25 years) vs JDBRX (17 years). JDBRX (1.32) is less costly to investors than BALFX (0.61). JDBRX is a more actively managed with annual turnover of: 75.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than JDBRX: BALFX (250) vs JDBRX (2500). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. JDBRX (0.87). BALFX return over 5 years is better than : 32.23 vs. JDBRX (14.57).
| BALFX | JDBRX | BALFX / JDBRX | |
| Total Expense Ratio | 0.61 | 1.32 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 8.372 | 2.791 | 300% |
| Front Load | N/A | N/A | - |
| 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 | 1.08 | 164% |
| Returns for 1 year | 11.29 | 0.87 | 1,296% |
| Returns for 3 years | 38.49 | 24.80 | 155% |
| Returns for 5 years | 32.23 | 14.57 | 221% |
| Returns for 10 years | 82.24 | 87.53 | 94% |
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