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EBSAX vs JDJRX
EBSAX vs JDJRX Comparison Chart
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EBSAX vs. JDJRX commentary
Jun 08, 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: 2B vs. JDJRX (1.34B). EBSAX pays higher dividends than JDJRX: EBSAX (1.20) 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 : 7.79 vs. JDJRX (-12.01). EBSAX return over 5 years is better than : 41.36 vs. JDJRX (14.47).
| 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 | 2.386 | -5.420 | -44% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 1.34B | 149% |
| Annual Yield % from dividends | 1.20 | 0.57 | 210% |
| Returns for 1 year | 7.79 | -12.01 | -65% |
| Returns for 3 years | 2.14 | -8.62 | -25% |
| Returns for 5 years | 41.36 | 14.47 | 286% |
| Returns for 10 years | 20.67 | N/A | - |
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