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JDJIX vs MBXFX
JDJIX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.45B vs. JDJIX (1.12B). MBXFX pays higher dividends than JDJIX: MBXFX (1.12) vs JDJIX (0.45). JDJIX was incepted earlier than MBXFX: JDJIX (6 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than JDJIX (1.37). MBXFX is a more actively managed with annual turnover of: 19.00 vs. JDJIX (0.00). MBXFX has a lower initial minimum investment than JDJIX: MBXFX (2500) vs JDJIX (250000). MBXFX annual gain was more profitable for investors over the last year : 3.90 vs. JDJIX (-3.48).
| JDJIX | MBXFX | JDJIX / MBXFX | |
| Total Expense Ratio | 1.36 | 3.03 | 45% |
| Annual Report Gross Expense Ratio | 1.37 | 3.03 | 45% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -4.535 | 3.200 | -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 | 1.12 | 40% |
| Returns for 1 year | -3.48 | 3.90 | -89% |
| Returns for 3 years | -8.24 | 5.25 | -157% |
| Returns for 5 years | 9.25 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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