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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
Sep 02, 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 Hold.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 10.7B vs. JDJIX (1.17B). JDJIX pays higher dividends than MBXCX: JDJIX (0.27) vs MBXCX (0.00). JDJIX was incepted earlier than MBXCX: JDJIX (7 years) vs MBXCX (11 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 : 15.21 vs. JDJIX (10.81). MBXCX return over 5 years is better than : 30.52 vs. JDJIX (17.11).
| 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 | 11 years | - |
| Gain YTD | 12.861 | 12.742 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 10.7B | 11% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | 10.81 | 15.21 | 71% |
| Returns for 3 years | 0.49 | 26.06 | 2% |
| Returns for 5 years | 17.11 | 30.52 | 56% |
| Returns for 10 years | N/A | 73.54 | - |
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