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JDJIX vs MBXCX
JDJIX vs MBXCX Comparison
Open Charts JDJIX vs MBXCX
JDJIX vs MBXCX Comparison Chart in %
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JDJIX vs. MBXCX commentary
Jun 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 10.1B vs. JDJIX (906M). JDJIX pays higher dividends than MBXCX: JDJIX (0.28) vs MBXCX (0.00). JDJIX was incepted earlier than MBXCX: JDJIX (7 years) vs MBXCX (10 years). MBXCX (3.00) 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 : 18.71 vs. JDJIX (8.28). MBXCX return over 5 years is better than : 28.62 vs. JDJIX (13.67).
| JDJIX | MBXCX | JDJIX / MBXCX | |
| Total Expense Ratio | 1.36 | 3.00 | 45% |
| Annual Report Gross Expense Ratio | 1.37 | 3.00 | 46% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 11.058 | 12.613 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 10.1B | 9% |
| Annual Yield % from dividends | 0.28 | 0.00 | - |
| Returns for 1 year | 8.28 | 18.71 | 44% |
| Returns for 3 years | 3.09 | 33.52 | 9% |
| Returns for 5 years | 13.67 | 28.62 | 48% |
| Returns for 10 years | N/A | 85.47 | - |
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| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MCFGX | 14.85 | N/A | N/A |
| BlackRock Capital Appreciation Inv C | |||
| TRAIX | 37.81 | N/A | N/A |
| T. Rowe Price Capital Appreciation I | |||
| SCJAX | 8.14 | N/A | N/A |
| Steward Covered Call Income A | |||
| GSBEX | 20.57 | N/A | N/A |
| Goldman Sachs Small Cap Growth R6 | |||
| OAYEX | 21.77 | -0.28 | -1.27% |
| Oakmark International Small Cap Advisor | |||