The average market capitalization across the group is 5.94B. The market cap for tickers in the group ranges from 1.17B to 10.72B. MBXFX holds the highest valuation in this group at 10.72B. The lowest valued company is JDJAX at 1.17B.

High and low price notable news

The average weekly price growth across all stocks in the group was 1%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 6%. MBXFX experienced the highest price growth at 1%, while JDJAX experienced the biggest fall at 1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

JDJAX vs. MBXFX commentary

Sep 02, 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 MBXFX is a Hold.

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FUNDAMENTALS

Fundamentals

MBXFX has more cash in the bank: 10.7B vs. JDJAX (1.17B). JDJAX pays higher dividends than MBXFX: JDJAX (0.04) vs MBXFX (0.00). JDJAX was incepted earlier than MBXFX: JDJAX (7 years) vs MBXFX (6 years). MBXFX (3.00) is less costly to investors than JDJAX (1.62). MBXFX is a more actively managed with annual turnover of: 19.00 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 : 15.21 vs. JDJAX (10.56). MBXFX return over 5 years is better than : 30.50 vs. JDJAX (15.65).

	JDJAX	MBXFX	JDJAX / MBXFX
Total Expense Ratio	1.61	3.00	54%
Annual Report Gross Expense Ratio	1.62	3.00	54%
Fund Existence	7 years	6 years	-
Gain YTD	12.771	12.750	100%
Front Load	5%	N/A	-
Min. Initial Investment	1000	2500	40%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	1.17B	10.7B	11%
Annual Yield % from dividends	0.04	0.00	-
Returns for 1 year	10.56	15.21	69%
Returns for 3 years	-0.18	26.05	-1%
Returns for 5 years	15.65	30.50	51%
Returns for 10 years	N/A	N/A	-

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