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BALFX vs JPDVX
BALFX vs JPDVX Comparison
Open Charts BALFX vs JPDVX
BALFX vs JPDVX Comparison Chart in %
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BALFX vs. JPDVX 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 JPDVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. JPDVX (518M). JPDVX pays higher dividends than BALFX: JPDVX (2.50) vs BALFX (1.76). BALFX was incepted earlier than JPDVX: BALFX (26 years) vs JPDVX (33 years). JPDVX (0.85) is less costly to investors than BALFX (0.61). JPDVX is a more actively managed with annual turnover of: 83.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than JPDVX: BALFX (250) vs JPDVX (3000000). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. JPDVX (-3.72). BALFX return over 5 years is better than : 31.40 vs. JPDVX (-7.62).
| BALFX | JPDVX | BALFX / JPDVX | |
| Total Expense Ratio | 0.61 | 0.65 | 94% |
| Annual Report Gross Expense Ratio | 0.61 | 0.85 | 72% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 8.480 | 4.689 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 518M | 55,019% |
| Annual Yield % from dividends | 1.76 | 2.50 | 70% |
| Returns for 1 year | 6.65 | -3.72 | -179% |
| Returns for 3 years | 41.33 | 25.38 | 163% |
| Returns for 5 years | 31.40 | -7.62 | -412% |
| Returns for 10 years | 83.89 | 20.70 | 405% |
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