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JDJAX vs MBXAX
JDJAX vs MBXAX Comparison Chart
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JDJAX vs. MBXAX commentary
Mar 11, 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: 8.28B vs. JDJAX (1.6B). MBXAX pays higher dividends than JDJAX: MBXAX (1.66) vs JDJAX (0.16). JDJAX was incepted earlier than MBXAX: JDJAX (6 years) vs MBXAX (9 years). MBXAX (2.28) is less costly to investors than JDJAX (1.62). MBXAX is a more actively managed with annual turnover of: 48.00 vs. JDJAX (0.00). MBXAX initial investment is less costly to investors than JDJAX (5%) vs JDJAX (5%). 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 : 3.04 vs. JDJAX (-5.75). MBXAX return over 5 years is better than : 47.36 vs. JDJAX (18.64).
| JDJAX | MBXAX | JDJAX / MBXAX | |
| Total Expense Ratio | 1.61 | 2.28 | 71% |
| Annual Report Gross Expense Ratio | 1.62 | 2.28 | 71% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 0.665 | -1.583 | -42% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 8.28B | 19% |
| Annual Yield % from dividends | 0.16 | 1.66 | 10% |
| Returns for 1 year | -5.75 | 3.04 | -189% |
| Returns for 3 years | 3.50 | 14.07 | 25% |
| Returns for 5 years | 18.64 | 47.36 | 39% |
| Returns for 10 years | N/A | N/A | - |
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