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JDJCX vs MBXCX
JDJCX vs MBXCX Comparison Chart
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JDJCX vs. MBXCX 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 MBXCX is a Buy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 7.63B vs. JDJCX (1.47B). MBXCX pays higher dividends than JDJCX: MBXCX (0.96) vs JDJCX (0.00). JDJCX was incepted earlier than MBXCX: JDJCX (6 years) vs MBXCX (9 years). MBXCX (3.03) is less costly to investors than JDJCX (2.37). MBXCX is a more actively managed with annual turnover of: 48.00 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 : -7.11 vs. JDJCX (-18.04). MBXCX return over 5 years is better than : 47.87 vs. JDJCX (5.63).
| JDJCX | MBXCX | JDJCX / MBXCX | |
| Total Expense Ratio | 2.36 | 3.03 | 78% |
| Annual Report Gross Expense Ratio | 2.37 | 3.03 | 78% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -7.391 | -8.104 | 91% |
| Front Load | N/A | N/A | - |
| 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 | 0.96 | - |
| Returns for 1 year | -18.04 | -7.11 | 254% |
| Returns for 3 years | -9.49 | -2.79 | 340% |
| Returns for 5 years | 5.63 | 47.87 | 12% |
| Returns for 10 years | N/A | N/A | - |
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