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JDJIX vs MBXAX
JDJIX vs MBXAX Comparison Chart
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JDJIX vs. MBXAX commentary
May 14, 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 JDJIX is a Hold and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.07B vs. JDJIX (1.36B). MBXAX pays higher dividends than JDJIX: MBXAX (1.75) vs JDJIX (0.46). JDJIX was incepted earlier than MBXAX: JDJIX (6 years) vs MBXAX (9 years). MBXAX (2.28) is less costly to investors than JDJIX (1.37). MBXAX is a more actively managed with annual turnover of: 48.00 vs. JDJIX (0.00). MBXAX has a lower initial minimum investment than JDJIX: MBXAX (2500) vs JDJIX (250000). MBXAX annual gain was more profitable for investors over the last year : -2.22 vs. JDJIX (-13.77). MBXAX return over 5 years is better than : 63.06 vs. JDJIX (11.99).
| JDJIX | MBXAX | JDJIX / MBXAX | |
| Total Expense Ratio | 1.36 | 2.28 | 60% |
| Annual Report Gross Expense Ratio | 1.37 | 2.28 | 60% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -5.973 | -1.713 | 349% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 8.07B | 17% |
| Annual Yield % from dividends | 0.46 | 1.75 | 26% |
| Returns for 1 year | -13.77 | -2.22 | 620% |
| Returns for 3 years | -7.54 | 4.54 | -166% |
| Returns for 5 years | 11.99 | 63.06 | 19% |
| Returns for 10 years | N/A | N/A | - |
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