Interact to see
Advertisement
Advertisement
JDJAX vs MBXFX
JDJAX vs MBXFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MBXFX pays higher dividends than JDJAX: MBXFX (1.12) vs JDJAX (0.18). JDJAX was incepted earlier than MBXFX: JDJAX (6 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than JDJAX (1.62). MBXFX is a more actively managed with annual turnover of: 48.00 vs. JDJAX (0.00). JDJAX has a lower initial minimum investment than MBXFX: JDJAX (1000) vs MBXFX (2500). MBXFX annual gain was more profitable for investors over the last year : 5.57 vs. JDJAX (-5.16).
| JDJAX | MBXFX | JDJAX / MBXFX | |
| Total Expense Ratio | 1.61 | 3.03 | 53% |
| Annual Report Gross Expense Ratio | 1.62 | 3.03 | 53% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -5.322 | 1.990 | -267% |
| 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 | 1.12 | 16% |
| Returns for 1 year | -5.16 | 5.57 | -93% |
| Returns for 3 years | -7.70 | 10.02 | -77% |
| Returns for 5 years | 6.86 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers