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JDJIX vs MBXCX
JDJIX vs MBXCX Comparison Chart in %
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JDJIX vs. MBXCX commentary
Oct 26, 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 Buy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.45B vs. JDJIX (1.12B). MBXCX pays higher dividends than JDJIX: MBXCX (0.92) vs JDJIX (0.45). JDJIX was incepted earlier than MBXCX: JDJIX (6 years) vs MBXCX (10 years). MBXCX (3.03) is less costly to investors than JDJIX (1.37). MBXCX is a more actively managed with annual turnover of: 19.00 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 : 3.87 vs. JDJIX (-3.48). MBXCX return over 5 years is better than : 44.31 vs. JDJIX (9.25).
| 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 | 10 years | - |
| Gain YTD | -4.535 | 3.199 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 8.45B | 13% |
| Annual Yield % from dividends | 0.45 | 0.92 | 49% |
| Returns for 1 year | -3.48 | 3.87 | -90% |
| Returns for 3 years | -8.24 | 5.27 | -156% |
| Returns for 5 years | 9.25 | 44.31 | 21% |
| Returns for 10 years | N/A | N/A | - |
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