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JDJCX vs MBXAX
JDJCX vs MBXAX Comparison Chart
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JDJCX vs. MBXAX commentary
May 14, 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: 8.07B vs. JDJCX (1.36B). MBXAX pays higher dividends than JDJCX: MBXAX (1.75) vs JDJCX (0.00). JDJCX was incepted earlier than MBXAX: JDJCX (6 years) vs MBXAX (9 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 : -2.22 vs. JDJCX (-14.59). MBXAX return over 5 years is better than : 63.06 vs. JDJCX (6.31).
| 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 | 9 years | - |
| Gain YTD | -6.271 | -1.713 | 366% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 8.07B | 17% |
| Annual Yield % from dividends | 0.00 | 1.75 | - |
| Returns for 1 year | -14.59 | -2.22 | 657% |
| Returns for 3 years | -10.35 | 4.54 | -228% |
| Returns for 5 years | 6.31 | 63.06 | 10% |
| Returns for 10 years | N/A | N/A | - |
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