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BIBDX vs JGSRX
BIBDX vs JGSRX Comparison
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BIBDX vs JGSRX Comparison Chart in %
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BIBDX vs. JGSRX commentary
Sep 21, 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 Hold and JGSRX is a Hold.
FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.37B vs. BIBDX (813M). JGSRX pays higher dividends than BIBDX: JGSRX (1.99) vs BIBDX (1.23). BIBDX was incepted earlier than JGSRX: BIBDX (18 years) vs JGSRX (15 years). JGSRX (1.38) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 61.00 vs. JGSRX (24.00). JGSRX has a lower initial minimum investment than BIBDX: JGSRX (0) vs BIBDX (2000000). JGSRX annual gain was more profitable for investors over the last year : 13.16 vs. BIBDX (-9.04). JGSRX return over 5 years is better than : 33.19 vs. BIBDX (4.94).
| BIBDX | JGSRX | BIBDX / JGSRX | |
| Total Expense Ratio | 0.80 | 1.24 | 65% |
| Annual Report Gross Expense Ratio | 0.80 | 1.38 | 58% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 2.240 | 20.316 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 1.37B | 59% |
| Annual Yield % from dividends | 1.23 | 1.99 | 62% |
| Returns for 1 year | -9.04 | 13.16 | -69% |
| Returns for 3 years | 14.17 | 50.51 | 28% |
| Returns for 5 years | 4.94 | 33.19 | 15% |
| Returns for 10 years | 19.61 | 67.85 | 29% |
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