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BALFX vs JDBRX
BALFX vs JDBRX Comparison
Open Charts BALFX vs JDBRX
BALFX vs JDBRX Comparison Chart in %
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BALFX vs. JDBRX 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 JDBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. JDBRX (27.8B). BALFX pays higher dividends than JDBRX: BALFX (1.78) vs JDBRX (1.09). 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 : 12.57 vs. JDBRX (2.86). BALFX return over 5 years is better than : 33.93 vs. JDBRX (16.25).
| 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 | 10.064 | 4.837 | 208% |
| Front Load | N/A | N/A | - |
| 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 | 1.09 | 164% |
| Returns for 1 year | 12.57 | 2.86 | 440% |
| Returns for 3 years | 44.90 | 31.19 | 144% |
| Returns for 5 years | 33.93 | 16.25 | 209% |
| Returns for 10 years | 82.80 | 89.57 | 92% |
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