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JDJAX vs MBXCX
JDJAX vs MBXCX Comparison Chart in %
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JDJAX vs. MBXCX commentary
Sep 17, 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 MBXCX is a Buy.
FUNDAMENTALS
Fundamentals
MBXCX pays higher dividends than JDJAX: MBXCX (0.93) vs JDJAX (0.18). JDJAX was incepted earlier than MBXCX: JDJAX (6 years) vs MBXCX (10 years). MBXCX (3.03) is less costly to investors than JDJAX (1.62). MBXCX is a more actively managed with annual turnover of: 48.00 vs. JDJAX (0.00). JDJAX has a lower initial minimum investment than MBXCX: JDJAX (1000) vs MBXCX (2500). MBXCX annual gain was more profitable for investors over the last year : 5.55 vs. JDJAX (-5.16). MBXCX return over 5 years is better than : 44.47 vs. JDJAX (6.86).
| JDJAX | MBXCX | JDJAX / MBXCX | |
| Total Expense Ratio | 1.61 | 3.03 | 53% |
| Annual Report Gross Expense Ratio | 1.62 | 3.03 | 53% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | -5.322 | 1.999 | -266% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 8.34B | - |
| Annual Yield % from dividends | 0.18 | 0.93 | 19% |
| Returns for 1 year | -5.16 | 5.55 | -93% |
| Returns for 3 years | -7.70 | 10.06 | -77% |
| Returns for 5 years | 6.86 | 44.47 | 15% |
| Returns for 10 years | N/A | N/A | - |
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