Interact to see
Advertisement
Advertisement
BGCKX vs JMNAX
BGCKX vs JMNAX Comparison
Open Charts BGCKX vs JMNAX
BGCKX vs JMNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGCKX vs. JMNAX 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 BGCKX is a Hold and JMNAX is a Hold.
FUNDAMENTALS
Fundamentals
BGCKX has more cash in the bank: 15.6B vs. JMNAX (331M). BGCKX pays higher dividends than JMNAX: BGCKX (8.79) vs JMNAX (2.91). BGCKX was incepted earlier than JMNAX: BGCKX (10 years) vs JMNAX (25 years). JMNAX (2.87) is less costly to investors than BGCKX (1.25). JMNAX is a more actively managed with annual turnover of: 144.00 vs. BGCKX (113.00). JMNAX has a lower initial minimum investment than BGCKX: JMNAX (1000) vs BGCKX (5000000). BGCKX annual gain was more profitable for investors over the last year : 16.41 vs. JMNAX (-3.68). BGCKX return over 5 years is better than : 89.49 vs. JMNAX (26.15).
| BGCKX | JMNAX | BGCKX / JMNAX | |
| Total Expense Ratio | 1.25 | 2.62 | 48% |
| Annual Report Gross Expense Ratio | 1.25 | 2.87 | 44% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 14.492 | -3.434 | -422% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 331M | 4,713% |
| Annual Yield % from dividends | 8.79 | 2.91 | 302% |
| Returns for 1 year | 16.41 | -3.68 | -446% |
| Returns for 3 years | 73.14 | 14.82 | 494% |
| Returns for 5 years | 89.49 | 26.15 | 342% |
| Returns for 10 years | 111.61 | 11.13 | 1,003% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement