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JDJAX vs MBXAX
JDJAX vs MBXAX Comparison
Open Charts JDJAX vs MBXAX
JDJAX vs MBXAX Comparison Chart in %
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JDJAX vs. MBXAX commentary
Jun 24, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 10.4B vs. JDJAX (1.17B). JDJAX pays higher dividends than MBXAX: JDJAX (0.04) vs MBXAX (0.00). JDJAX was incepted earlier than MBXAX: JDJAX (7 years) vs MBXAX (10 years). MBXAX (2.25) is less costly to investors than JDJAX (1.62). MBXAX is a more actively managed with annual turnover of: 19.00 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 : 19.80 vs. JDJAX (8.96). MBXAX return over 5 years is better than : 35.60 vs. JDJAX (12.23).
| JDJAX | MBXAX | JDJAX / MBXAX | |
| Total Expense Ratio | 1.61 | 2.25 | 72% |
| Annual Report Gross Expense Ratio | 1.62 | 2.25 | 72% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 10.482 | 14.905 | 70% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 10.4B | 11% |
| Annual Yield % from dividends | 0.04 | 0.00 | - |
| Returns for 1 year | 8.96 | 19.80 | 45% |
| Returns for 3 years | 2.42 | 38.13 | 6% |
| Returns for 5 years | 12.23 | 35.60 | 34% |
| Returns for 10 years | N/A | 105.85 | - |
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