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JDJCX vs MBXIX
JDJCX vs MBXIX Comparison Chart
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JDJCX vs. MBXIX 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 MBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.49B vs. JDJCX (1.75B). MBXIX pays higher dividends than JDJCX: MBXIX (1.66) vs JDJCX (0.49). JDJCX was incepted earlier than MBXIX: JDJCX (5 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 : 14.16 vs. JDJCX (3.15). MBXIX return over 5 years is better than : 37.95 vs. JDJCX (6.78).
| JDJCX | MBXIX | JDJCX / MBXIX | |
| 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 | 3.941 | 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 | 1.66 | 29% |
| Returns for 1 year | 3.15 | 14.16 | 22% |
| Returns for 3 years | 15.95 | 23.19 | 69% |
| Returns for 5 years | 6.78 | 37.95 | 18% |
| Returns for 10 years | N/A | N/A | - |
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