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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
Sep 12, 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: 285B vs. JDBRX (27.9B). BALFX pays higher dividends than JDBRX: BALFX (1.76) vs JDBRX (1.07). BALFX was incepted earlier than JDBRX: BALFX (26 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 : 6.65 vs. JDBRX (-1.77). BALFX return over 5 years is better than : 31.40 vs. JDBRX (14.38).
| BALFX | JDBRX | BALFX / JDBRX | |
| Total Expense Ratio | 0.61 | 1.32 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 8.480 | 3.192 | 266% |
| Front Load | N/A | N/A | - |
| 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 | 1.07 | 164% |
| Returns for 1 year | 6.65 | -1.77 | -376% |
| Returns for 3 years | 41.33 | 27.97 | 148% |
| Returns for 5 years | 31.40 | 14.38 | 218% |
| Returns for 10 years | 83.89 | 91.63 | 92% |
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