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JDJAX vs MBXCX
JDJAX vs MBXCX Comparison Chart in %
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JDJAX vs. MBXCX commentary
Oct 26, 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 has more cash in the bank: 8.45B vs. JDJAX (1.12B). MBXCX pays higher dividends than JDJAX: MBXCX (0.92) 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: 19.00 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 : 3.87 vs. JDJAX (-3.75). MBXCX return over 5 years is better than : 44.31 vs. JDJAX (7.84).
| 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 | -4.656 | 3.199 | -146% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 8.45B | 13% |
| Annual Yield % from dividends | 0.18 | 0.92 | 19% |
| Returns for 1 year | -3.75 | 3.87 | -97% |
| Returns for 3 years | -8.89 | 5.27 | -169% |
| Returns for 5 years | 7.84 | 44.31 | 18% |
| Returns for 10 years | N/A | N/A | - |
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