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JDJAX vs PBAKX
JDJAX vs PBAKX Comparison Chart
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JDJAX vs. PBAKX commentary
May 12, 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 PBAKX is a Buy.
FUNDAMENTALS
Fundamentals
PBAKX has more cash in the bank: 2.94B vs. JDJAX (1.36B). JDJAX pays higher dividends than PBAKX: JDJAX (0.18) vs PBAKX (0.00). JDJAX was incepted earlier than PBAKX: JDJAX (6 years) vs PBAKX (9 years). JDJAX (1.62) is less costly to investors than PBAKX (0.69). PBAKX is a more actively managed with annual turnover of: 146.00 vs. JDJAX (0.00). JDJAX has a lower initial minimum investment than PBAKX: JDJAX (1000) vs PBAKX (5000000). PBAKX annual gain was more profitable for investors over the last year : 6.02 vs. JDJAX (-14.27). PBAKX return over 5 years is better than : 26.65 vs. JDJAX (11.54).
| JDJAX | PBAKX | JDJAX / PBAKX | |
| Total Expense Ratio | 1.61 | 0.69 | 233% |
| Annual Report Gross Expense Ratio | 1.62 | 0.69 | 235% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -5.876 | 1.952 | -301% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 2.94B | 46% |
| Annual Yield % from dividends | 0.18 | 0.00 | - |
| Returns for 1 year | -14.27 | 6.02 | -237% |
| Returns for 3 years | -7.26 | 21.64 | -34% |
| Returns for 5 years | 11.54 | 26.65 | 43% |
| Returns for 10 years | N/A | N/A | - |
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