Ad is loading...
JDJCX vs MBXAX
JDJCX vs MBXAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDJCX vs. MBXAX commentary
Feb 24, 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 Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.4B vs. JDJCX (1.77B). MBXAX pays higher dividends than JDJCX: MBXAX (1.45) vs JDJCX (0.49). JDJCX was incepted earlier than MBXAX: JDJCX (6 years) vs MBXAX (9 years). MBXAX is a more actively managed with annual turnover of: 30.00 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 : 3.47 vs. JDJCX (-4.60). MBXAX return over 5 years is better than : 30.42 vs. JDJCX (6.95).
| JDJCX | MBXAX | JDJCX / MBXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 2.128 | 0.571 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 8.4B | 21% |
| Annual Yield % from dividends | 0.49 | 1.45 | 34% |
| Returns for 1 year | -4.60 | 3.47 | -133% |
| Returns for 3 years | 11.50 | 20.73 | 55% |
| Returns for 5 years | 6.95 | 30.42 | 23% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GDLFX | 19.28 | -0.01 | -0.05% |
| Gotham Defensive Long 500 Institutional | |||
| HILYX | 19.63 | -0.12 | -0.61% |
| Hartford International Value Y | |||
| NBSRX | 49.91 | -0.79 | -1.56% |
| Neuberger Berman Sustainable Equity Inv | |||
| RSQCX | 13.20 | -0.23 | -1.71% |
| Royce Small-Cap Special Equity Consult | |||
| PFSQX | 24.81 | -0.48 | -1.90% |
| PGIM Jennison Financial Services R6 | |||