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JDJIX vs MBXCX
JDJIX vs MBXCX Comparison Chart
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JDJIX vs. MBXCX commentary
Jan 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 MBXCX is a Hold.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.49B vs. JDJIX (1.75B). JDJIX pays higher dividends than MBXCX: JDJIX (1.39) vs MBXCX (0.80). JDJIX was incepted earlier than MBXCX: JDJIX (5 years) vs MBXCX (9 years). MBXCX is a more actively managed with annual turnover of: 30.00 vs. JDJIX (0.00). MBXCX has a lower initial minimum investment than JDJIX: MBXCX (2500) vs JDJIX (250000). MBXCX annual gain was more profitable for investors over the last year : 13.01 vs. JDJIX (4.13). MBXCX return over 5 years is better than : 31.04 vs. JDJIX (12.38).
| JDJIX | MBXCX | JDJIX / MBXCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 2.765 | 3.919 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 8.49B | 21% |
| Annual Yield % from dividends | 1.39 | 0.80 | 174% |
| Returns for 1 year | 4.13 | 13.01 | 32% |
| Returns for 3 years | 19.52 | 19.38 | 101% |
| Returns for 5 years | 12.38 | 31.04 | 40% |
| Returns for 10 years | N/A | N/A | - |
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