Interact to see
Advertisement
Advertisement
JDJCX vs MBXFX
JDJCX vs MBXFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.45B vs. JDJCX (1.12B). 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: 19.00 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 : 3.90 vs. JDJCX (-4.40).
| 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 | -5.151 | 3.200 | -161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 8.45B | 13% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | -4.40 | 3.90 | -113% |
| Returns for 3 years | -10.91 | 5.25 | -208% |
| Returns for 5 years | 3.90 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WBSIX | 36.29 | 0.53 | +1.48% |
| William Blair Small Cap Growth I | |||
| VVERX | 7.52 | 0.06 | +0.80% |
| Virtus Ceredex Small-Cap Value Eq R6 | |||
| FIKCX | 69.00 | 0.16 | +0.23% |
| Fidelity Advisor Health Care Z | |||
| HWLAX | 46.80 | 0.08 | +0.17% |
| Hotchkis & Wiley Large Cap Fdml Value A | |||
| PMBPX | 45.06 | 0.03 | +0.07% |
| Principal MidCap R5 | |||