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JDJCX vs MBXIX
JDJCX vs MBXIX Comparison Chart
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JDJCX vs. MBXIX commentary
Feb 24, 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 MBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.4B vs. JDJCX (1.77B). MBXIX pays higher dividends than JDJCX: MBXIX (1.66) vs JDJCX (0.49). JDJCX was incepted earlier than MBXIX: JDJCX (6 years) vs MBXIX (9 years). MBXIX is a more actively managed with annual turnover of: 30.00 vs. JDJCX (0.00). JDJCX has a lower initial minimum investment than MBXIX: JDJCX (1000) vs MBXIX (2500). MBXIX annual gain was more profitable for investors over the last year : 3.74 vs. JDJCX (-4.60). MBXIX return over 5 years is better than : 32.10 vs. JDJCX (6.95).
| JDJCX | MBXIX | JDJCX / MBXIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 2.128 | 0.592 | 359% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 8.4B | 21% |
| Annual Yield % from dividends | 0.49 | 1.66 | 29% |
| Returns for 1 year | -4.60 | 3.74 | -123% |
| Returns for 3 years | 11.50 | 21.67 | 53% |
| Returns for 5 years | 6.95 | 32.10 | 22% |
| Returns for 10 years | N/A | N/A | - |
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