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JDJCX vs MBXAX
JDJCX vs MBXAX Comparison Chart
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JDJCX vs. MBXAX commentary
Apr 19, 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: 7.63B vs. JDJCX (1.47B). MBXAX pays higher dividends than JDJCX: MBXAX (1.69) 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 : -6.42 vs. JDJCX (-18.04). MBXAX return over 5 years is better than : 53.72 vs. JDJCX (5.63).
| 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 | -7.391 | -7.916 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 7.63B | 19% |
| Annual Yield % from dividends | 0.00 | 1.69 | - |
| Returns for 1 year | -18.04 | -6.42 | 281% |
| Returns for 3 years | -9.49 | -0.47 | 2,022% |
| Returns for 5 years | 5.63 | 53.72 | 10% |
| Returns for 10 years | N/A | N/A | - |
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