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JDJCX vs MBXAX
JDJCX vs MBXAX Comparison
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JDJCX vs MBXAX Comparison Chart in %
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JDJCX vs. MBXAX commentary
Jul 15, 2026
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: 10.5B vs. JDJCX (1.18B). JDJCX (0.00) and MBXAX (0.00) have matching dividends . JDJCX was incepted earlier than MBXAX: JDJCX (7 years) vs MBXAX (11 years). JDJCX (2.37) is less costly to investors than MBXAX (2.25). MBXAX is a more actively managed with annual turnover of: 19.00 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 : 16.06 vs. JDJCX (5.19). MBXAX return over 5 years is better than : 36.48 vs. JDJCX (7.86).
| JDJCX | MBXAX | JDJCX / MBXAX | |
| Total Expense Ratio | 2.36 | 2.25 | 105% |
| Annual Report Gross Expense Ratio | 2.37 | 2.25 | 105% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 9.180 | 14.382 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 10.5B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.19 | 16.06 | 32% |
| Returns for 3 years | -1.45 | 35.42 | -4% |
| Returns for 5 years | 7.86 | 36.48 | 22% |
| Returns for 10 years | N/A | 91.82 | - |
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