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JDJIX vs MBXCX
JDJIX vs MBXCX Comparison Chart
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JDJIX vs. MBXCX commentary
Mar 12, 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: 8.28B vs. JDJIX (1.6B). MBXCX pays higher dividends than JDJIX: MBXCX (0.94) vs JDJIX (0.41). JDJIX was incepted earlier than MBXCX: JDJIX (6 years) vs MBXCX (9 years). MBXCX (3.03) is less costly to investors than JDJIX (1.37). MBXCX is a more actively managed with annual turnover of: 48.00 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 : 2.84 vs. JDJIX (-4.40). MBXCX return over 5 years is better than : 53.79 vs. JDJIX (23.84).
| JDJIX | MBXCX | JDJIX / MBXCX | |
| Total Expense Ratio | 1.36 | 3.03 | 45% |
| Annual Report Gross Expense Ratio | 1.37 | 3.03 | 45% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 0.774 | -1.706 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 8.28B | 19% |
| Annual Yield % from dividends | 0.41 | 0.94 | 44% |
| Returns for 1 year | -4.40 | 2.84 | -155% |
| Returns for 3 years | 6.23 | 10.66 | 58% |
| Returns for 5 years | 23.84 | 53.79 | 44% |
| Returns for 10 years | N/A | N/A | - |
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