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BIBDX vs JGRSX
BIBDX vs JGRSX Comparison
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BIBDX vs JGRSX Comparison Chart in %
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BIBDX vs. JGRSX 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 BIBDX is a StrongBuy and JGRSX is a Hold.
FUNDAMENTALS
Fundamentals
JGRSX has more cash in the bank: 1.39B vs. BIBDX (842M). JGRSX pays higher dividends than BIBDX: JGRSX (2.43) vs BIBDX (1.25). BIBDX was incepted earlier than JGRSX: BIBDX (18 years) vs JGRSX (15 years). JGRSX (0.92) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 44.00 vs. JGRSX (24.00). JGRSX has a lower initial minimum investment than BIBDX: JGRSX (1000000) vs BIBDX (2000000). JGRSX annual gain was more profitable for investors over the last year : 16.17 vs. BIBDX (-2.89). JGRSX return over 5 years is better than : 35.13 vs. BIBDX (5.42).
| BIBDX | JGRSX | BIBDX / JGRSX | |
| Total Expense Ratio | 0.80 | 0.74 | 108% |
| Annual Report Gross Expense Ratio | 0.80 | 0.92 | 87% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 3.859 | 21.969 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 842M | 1.39B | 60% |
| Annual Yield % from dividends | 1.25 | 2.43 | 51% |
| Returns for 1 year | -2.89 | 16.17 | -18% |
| Returns for 3 years | 16.40 | 56.47 | 29% |
| Returns for 5 years | 5.42 | 35.13 | 15% |
| Returns for 10 years | 19.08 | 70.64 | 27% |
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