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JDJCX vs MBXFX
JDJCX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.34B vs. JDJCX (1.21B). MBXFX pays higher dividends than JDJCX: MBXFX (1.12) vs JDJCX (0.00). JDJCX was incepted earlier than MBXFX: JDJCX (6 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than JDJCX (2.37). MBXFX is a more actively managed with annual turnover of: 48.00 vs. JDJCX (0.00). JDJCX has a lower initial minimum investment than MBXFX: JDJCX (1000) vs MBXFX (2500). MBXFX annual gain was more profitable for investors over the last year : 5.57 vs. JDJCX (-5.82).
| JDJCX | MBXFX | JDJCX / MBXFX | |
| Total Expense Ratio | 2.36 | 3.03 | 78% |
| Annual Report Gross Expense Ratio | 2.37 | 3.03 | 78% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -5.711 | 1.990 | -287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.34B | 14% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | -5.82 | 5.57 | -104% |
| Returns for 3 years | -9.72 | 10.02 | -97% |
| Returns for 5 years | 2.95 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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