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JDJAX vs MBXAX
JDJAX vs MBXAX Comparison Chart
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JDJAX vs. MBXAX commentary
Jan 20, 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 JDJAX is a Hold and MBXAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.49B vs. JDJAX (1.75B). MBXAX pays higher dividends than JDJAX: MBXAX (1.45) vs JDJAX (1.16). JDJAX was incepted earlier than MBXAX: JDJAX (5 years) vs MBXAX (9 years). MBXAX is a more actively managed with annual turnover of: 30.00 vs. JDJAX (0.00). JDJAX has a lower initial minimum investment than MBXAX: JDJAX (1000) vs MBXAX (2500). MBXAX annual gain was more profitable for investors over the last year : 13.85 vs. JDJAX (3.87). MBXAX return over 5 years is better than : 36.20 vs. JDJAX (10.94).
| JDJAX | MBXAX | JDJAX / MBXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 2.772 | 3.945 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 8.49B | 21% |
| Annual Yield % from dividends | 1.16 | 1.45 | 80% |
| Returns for 1 year | 3.87 | 13.85 | 28% |
| Returns for 3 years | 18.65 | 22.26 | 84% |
| Returns for 5 years | 10.94 | 36.20 | 30% |
| Returns for 10 years | N/A | N/A | - |
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