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JDJAX vs MBXAX
JDJAX vs MBXAX Comparison Chart in %
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JDJAX vs. MBXAX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.34B vs. JDJAX (1.33B). MBXAX pays higher dividends than JDJAX: MBXAX (1.65) vs JDJAX (0.18). JDJAX was incepted earlier than MBXAX: JDJAX (6 years) vs MBXAX (10 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 : 0.33 vs. JDJAX (-13.78). MBXAX return over 5 years is better than : 58.76 vs. JDJAX (11.99).
| 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 | 10 years | - |
| Gain YTD | -4.767 | 2.154 | -221% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 8.34B | 16% |
| Annual Yield % from dividends | 0.18 | 1.65 | 11% |
| Returns for 1 year | -13.78 | 0.33 | -4,220% |
| Returns for 3 years | -7.61 | 12.47 | -61% |
| Returns for 5 years | 11.99 | 58.76 | 20% |
| Returns for 10 years | N/A | N/A | - |
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