Ad is loading...
JDJIX vs MBXAX
JDJIX vs MBXAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDJIX vs. MBXAX commentary
Feb 24, 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 Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.4B vs. JDJIX (1.77B). MBXAX (1.45) and JDJIX (1.39) have matching dividends . JDJIX was incepted earlier than MBXAX: JDJIX (6 years) vs MBXAX (9 years). MBXAX is a more actively managed with annual turnover of: 30.00 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 : 3.47 vs. JDJIX (-3.54). MBXAX return over 5 years is better than : 30.42 vs. JDJIX (12.57).
| JDJIX | MBXAX | JDJIX / MBXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 2.212 | 0.571 | 387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 8.4B | 21% |
| Annual Yield % from dividends | 1.39 | 1.45 | 96% |
| Returns for 1 year | -3.54 | 3.47 | -102% |
| Returns for 3 years | 14.97 | 20.73 | 72% |
| Returns for 5 years | 12.57 | 30.42 | 41% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IBMN | 26.72 | 0.01 | +0.02% |
| iShares iBonds Dec 2025 Term Muni Bd ETF | |||
| SYNB | 30.14 | N/A | N/A |
| Putnam BioRevolution ETF | |||
| DFIS | 25.76 | -0.23 | -0.87% |
| Dimensional International Small Cap ETF | |||
| OCIO | 34.91 | -0.36 | -1.01% |
| ClearShares OCIO ETF | |||
| FLQS | 41.42 | -1.14 | -2.67% |
| Franklin US Small Cap Mltfctr Idx ETF | |||