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JDJCX vs MBXAX
JDJCX vs MBXAX Comparison Chart in %
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JDJCX vs. MBXAX commentary
Jul 06, 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 JDJCX is a Hold and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.34B vs. JDJCX (1.33B). MBXAX pays higher dividends than JDJCX: MBXAX (1.65) vs JDJCX (0.00). JDJCX was incepted earlier than MBXAX: JDJCX (6 years) vs MBXAX (10 years). JDJCX (2.37) and MBXAX (2.28) have similar cost to investors . MBXAX is a more actively managed with annual turnover of: 48.00 vs. JDJCX (0.00). JDJCX has a lower initial minimum investment than MBXAX: JDJCX (1000) vs MBXAX (2500). MBXAX annual gain was more profitable for investors over the last year : 0.33 vs. JDJCX (-14.43). MBXAX return over 5 years is better than : 58.76 vs. JDJCX (7.83).
| JDJCX | MBXAX | JDJCX / MBXAX | |
| Total Expense Ratio | 2.36 | 2.28 | 104% |
| Annual Report Gross Expense Ratio | 2.37 | 2.28 | 104% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | -5.039 | 2.154 | -234% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 8.34B | 16% |
| Annual Yield % from dividends | 0.00 | 1.65 | - |
| Returns for 1 year | -14.43 | 0.33 | -4,419% |
| Returns for 3 years | -9.69 | 12.47 | -78% |
| Returns for 5 years | 7.83 | 58.76 | 13% |
| Returns for 10 years | N/A | N/A | - |
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