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JDJCX vs MBXCX
JDJCX vs MBXCX Comparison Chart
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JDJCX vs. MBXCX commentary
Jan 20, 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 MBXCX is a Hold.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.49B vs. JDJCX (1.75B). MBXCX pays higher dividends than JDJCX: MBXCX (0.80) vs JDJCX (0.49). JDJCX was incepted earlier than MBXCX: JDJCX (5 years) vs MBXCX (9 years). MBXCX is a more actively managed with annual turnover of: 30.00 vs. JDJCX (0.00). JDJCX has a lower initial minimum investment than MBXCX: JDJCX (1000) vs MBXCX (2500). MBXCX annual gain was more profitable for investors over the last year : 13.01 vs. JDJCX (3.15). MBXCX return over 5 years is better than : 31.04 vs. JDJCX (6.78).
| JDJCX | MBXCX | JDJCX / MBXCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 2.800 | 3.919 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 8.49B | 21% |
| Annual Yield % from dividends | 0.49 | 0.80 | 61% |
| Returns for 1 year | 3.15 | 13.01 | 24% |
| Returns for 3 years | 15.95 | 19.38 | 82% |
| Returns for 5 years | 6.78 | 31.04 | 22% |
| Returns for 10 years | N/A | N/A | - |
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