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EBSAX vs JDJRX
EBSAX vs JDJRX Comparison Chart in %
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EBSAX vs. JDJRX commentary
Jul 07, 2025
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 EBSAX is a Hold and JDJRX is a Hold.
FUNDAMENTALS
Fundamentals
EBSAX has more cash in the bank: 1.97B vs. JDJRX (1.33B). EBSAX pays higher dividends than JDJRX: EBSAX (1.21) vs JDJRX (0.57). EBSAX was incepted earlier than JDJRX: EBSAX (12 years) vs JDJRX (6 years). EBSAX (2.09) is less costly to investors than JDJRX (1.25). EBSAX (0.00) and JDJRX (0.00) have comparable annual turnover. EBSAX has a lower initial minimum investment than JDJRX: EBSAX (2500) vs JDJRX (1000000). EBSAX annual gain was more profitable for investors over the last year : 5.11 vs. JDJRX (-13.19). EBSAX return over 5 years is better than : 38.67 vs. JDJRX (14.41).
| EBSAX | JDJRX | EBSAX / JDJRX | |
| Total Expense Ratio | 2.00 | 1.24 | 161% |
| Annual Report Gross Expense Ratio | 2.09 | 1.25 | 167% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 1.349 | -4.204 | -32% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 1.33B | 148% |
| Annual Yield % from dividends | 1.21 | 0.57 | 212% |
| Returns for 1 year | 5.11 | -13.19 | -39% |
| Returns for 3 years | -1.62 | -6.30 | 26% |
| Returns for 5 years | 38.67 | 14.41 | 268% |
| Returns for 10 years | 26.61 | N/A | - |
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