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BMBCX vs JAARX
BMBCX vs JAARX Comparison
Open Charts BMBCX vs JAARX
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BMBCX vs JAARX Comparison Chart
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BMBCX vs. JAARX commentary
Oct 18, 2024
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 BMBCX is a Hold and JAARX is a Hold.
FUNDAMENTALS
Fundamentals
BMBCX has more cash in the bank: 7.06B vs. JAARX (793M). BMBCX pays higher dividends than JAARX: BMBCX (3.30) vs JAARX (2.05). BMBCX was incepted earlier than JAARX: BMBCX (9 years) vs JAARX (13 years). BMBCX is a more actively managed with annual turnover of: 344.00 vs. JAARX (30.00). BMBCX has a lower initial minimum investment than JAARX: BMBCX (1000) vs JAARX (1000000). BMBCX annual gain was more profitable for investors over the last year : 13.20 vs. JAARX (10.21). JAARX return over 5 years is better than : 22.82 vs. BMBCX (15.25).
| BMBCX | JAARX | BMBCX / JAARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 8.410 | 7.285 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.06B | 793M | 890% |
| Annual Yield % from dividends | 3.30 | 2.05 | 161% |
| Returns for 1 year | 13.20 | 10.21 | 129% |
| Returns for 3 years | 11.05 | 9.72 | 114% |
| Returns for 5 years | 15.25 | 22.82 | 67% |
| Returns for 10 years | N/A | 33.65 | - |
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