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JDJIX vs MBXIX
JDJIX vs MBXIX Comparison Chart
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JDJIX vs. MBXIX commentary
Feb 24, 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 MBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.4B vs. JDJIX (1.77B). MBXIX pays higher dividends than JDJIX: MBXIX (1.66) vs JDJIX (1.39). JDJIX was incepted earlier than MBXIX: JDJIX (6 years) vs MBXIX (9 years). MBXIX is a more actively managed with annual turnover of: 30.00 vs. JDJIX (0.00). MBXIX has a lower initial minimum investment than JDJIX: MBXIX (2500) vs JDJIX (250000). MBXIX annual gain was more profitable for investors over the last year : 3.74 vs. JDJIX (-3.54). MBXIX return over 5 years is better than : 32.10 vs. JDJIX (12.57).
| JDJIX | MBXIX | JDJIX / MBXIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 2.212 | 0.592 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 8.4B | 21% |
| Annual Yield % from dividends | 1.39 | 1.66 | 83% |
| Returns for 1 year | -3.54 | 3.74 | -95% |
| Returns for 3 years | 14.97 | 21.67 | 69% |
| Returns for 5 years | 12.57 | 32.10 | 39% |
| Returns for 10 years | N/A | N/A | - |
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