Ad is loading...
JDJAX vs MBXAX
JDJAX vs MBXAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDJAX vs. MBXAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.04B vs. JDJAX (1.83B). 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 : 8.03 vs. JDJAX (-7.55). MBXAX return over 5 years is better than : 38.91 vs. JDJAX (0.61).
| 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 | -0.679 | 13.769 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 8.04B | 23% |
| Annual Yield % from dividends | 1.16 | 1.45 | 80% |
| Returns for 1 year | -7.55 | 8.03 | -94% |
| Returns for 3 years | 8.13 | 14.73 | 55% |
| Returns for 5 years | 0.61 | 38.91 | 2% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ITYYX | 72.72 | 0.03 | +0.04% |
| Invesco Technology Y | |||
| PPTCX | 15.16 | -0.11 | -0.72% |
| Virtus KAR Global Quality Dividend C | |||
| DCCIX | 32.61 | -0.39 | -1.18% |
| Delaware Small Cap Core I | |||
| NEMAX | 20.02 | -0.33 | -1.62% |
| Neuberger Berman Emerg Mkts Eq A | |||
| CSGEX | 14.38 | -0.24 | -1.64% |
| BlackRock Advantage Small Cap Gr Inv A | |||