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JDJCX vs MBXIX
JDJCX vs MBXIX Comparison Chart
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JDJCX vs. MBXIX 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 MBXIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 7.63B vs. JDJCX (1.47B). MBXIX pays higher dividends than JDJCX: MBXIX (1.90) vs JDJCX (0.00). JDJCX was incepted earlier than MBXIX: JDJCX (6 years) vs MBXIX (9 years). JDJCX (2.37) is less costly to investors than MBXIX (2.03). MBXIX is a more actively managed with annual turnover of: 48.00 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 : -6.17 vs. JDJCX (-18.04). MBXIX return over 5 years is better than : 55.68 vs. JDJCX (5.63).
| JDJCX | MBXIX | JDJCX / MBXIX | |
| Total Expense Ratio | 2.36 | 2.03 | 116% |
| Annual Report Gross Expense Ratio | 2.37 | 2.03 | 117% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -7.391 | -7.857 | 94% |
| 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 | 1.90 | - |
| Returns for 1 year | -18.04 | -6.17 | 292% |
| Returns for 3 years | -9.49 | 0.30 | -3,166% |
| Returns for 5 years | 5.63 | 55.68 | 10% |
| Returns for 10 years | N/A | N/A | - |
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