Ad is loading...
JDJIX vs MBXIX
JDJIX vs MBXIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDJIX vs. MBXIX commentary
Jan 20, 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: 8.49B vs. JDJIX (1.75B). MBXIX pays higher dividends than JDJIX: MBXIX (1.66) vs JDJIX (1.39). JDJIX was incepted earlier than MBXIX: JDJIX (5 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 : 14.16 vs. JDJIX (4.13). MBXIX return over 5 years is better than : 37.95 vs. JDJIX (12.38).
| JDJIX | MBXIX | JDJIX / MBXIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 2.765 | 3.941 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 8.49B | 21% |
| Annual Yield % from dividends | 1.39 | 1.66 | 83% |
| Returns for 1 year | 4.13 | 14.16 | 29% |
| Returns for 3 years | 19.52 | 23.19 | 84% |
| Returns for 5 years | 12.38 | 37.95 | 33% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers