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JDJIX vs MBXAX
JDJIX vs MBXAX Comparison Chart
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JDJIX vs. MBXAX commentary
Apr 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 JDJIX is a Hold and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 7.63B vs. JDJIX (1.47B). MBXAX pays higher dividends than JDJIX: MBXAX (1.69) vs JDJIX (0.42). 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 : -6.42 vs. JDJIX (-17.23). MBXAX return over 5 years is better than : 53.72 vs. JDJIX (11.15).
| 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 | -7.190 | -7.916 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 7.63B | 19% |
| Annual Yield % from dividends | 0.42 | 1.69 | 25% |
| Returns for 1 year | -17.23 | -6.42 | 268% |
| Returns for 3 years | -6.58 | -0.47 | 1,403% |
| Returns for 5 years | 11.15 | 53.72 | 21% |
| Returns for 10 years | N/A | N/A | - |
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