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JDJAX vs MBXAX
JDJAX vs MBXAX Comparison Chart
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JDJAX vs. MBXAX commentary
Dec 19, 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 JDJAX is a Hold and MBXAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.08B vs. JDJAX (1.74B). 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 : 12.66 vs. JDJAX (0.33). MBXAX return over 5 years is better than : 34.67 vs. JDJAX (7.66).
| 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 | 2.152 | 13.375 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 8.08B | 21% |
| Annual Yield % from dividends | 1.16 | 1.45 | 80% |
| Returns for 1 year | 0.33 | 12.66 | 3% |
| Returns for 3 years | 13.70 | 16.96 | 81% |
| Returns for 5 years | 7.66 | 34.67 | 22% |
| Returns for 10 years | N/A | N/A | - |
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