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JDJCX vs MBXIX
JDJCX vs MBXIX Comparison
Open Charts JDJCX vs MBXIX
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JDJCX vs MBXIX Comparison Chart
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JDJCX vs. MBXIX commentary
Sep 20, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 7.43B vs. JDJCX (1.9B). 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 : 2.23 vs. JDJCX (-8.34). MBXIX return over 5 years is better than : 35.40 vs. JDJCX (-0.76).
| 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 | 0.795 | 8.008 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 7.43B | 26% |
| Annual Yield % from dividends | 0.49 | 1.66 | 29% |
| Returns for 1 year | -8.34 | 2.23 | -374% |
| Returns for 3 years | 8.30 | 14.67 | 57% |
| Returns for 5 years | -0.76 | 35.40 | -2% |
| Returns for 10 years | N/A | N/A | - |
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