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JDJCX vs MBXIX
JDJCX vs MBXIX Comparison Chart
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JDJCX vs. MBXIX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.08B vs. JDJCX (1.74B). 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 : 12.92 vs. JDJCX (-2.19). MBXIX return over 5 years is better than : 36.56 vs. JDJCX (3.77).
| 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 | 1.591 | 13.695 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 8.08B | 21% |
| Annual Yield % from dividends | 0.49 | 1.66 | 29% |
| Returns for 1 year | -2.19 | 12.92 | -17% |
| Returns for 3 years | 11.27 | 17.89 | 63% |
| Returns for 5 years | 3.77 | 36.56 | 10% |
| Returns for 10 years | N/A | N/A | - |
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