BIBDX
Price
$13.09
Change
+$0.07 (+0.54%)
Updated
Jun 2 closing price
Net Assets
895.99M
JGSRX
Price
$14.83
Change
+$0.15 (+1.02%)
Updated
Jun 2 closing price
Net Assets
1.45B
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BIBDX vs JGSRX

Header iconBIBDX vs JGSRX Comparison
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BIBDX vs JGSRX Comparison Chart in %
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BIBDX vs. JGSRX commentary
Jun 04, 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.

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FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.46B vs. BIBDX (896M). JGSRX pays higher dividends than BIBDX: JGSRX (1.83) vs BIBDX (1.29). BIBDX was incepted earlier than JGSRX: BIBDX (18 years) vs JGSRX (14 years). JGSRX (1.42) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 44.00 vs. JGSRX (17.00). 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 : 19.32 vs. BIBDX (4.72). JGSRX return over 5 years is better than : 28.49 vs. BIBDX (-1.02).
BIBDXJGSRXBIBDX / JGSRX
Total Expense Ratio0.801.2465%
Annual Report Gross Expense Ratio0.801.4256%
Fund Existence18 years14 years-
Gain YTD10.43817.64859%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets896M1.46B62%
Annual Yield % from dividends1.291.8371%
Returns for 1 year4.7219.3224%
Returns for 3 years23.6650.4847%
Returns for 5 years-1.0228.49-4%
Returns for 10 years32.0062.7851%
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