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JDJIX vs PBAKX
JDJIX vs PBAKX Comparison Chart
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JDJIX vs. PBAKX commentary
May 14, 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 PBAKX is a Buy.
FUNDAMENTALS
Fundamentals
PBAKX has more cash in the bank: 2.96B vs. JDJIX (1.36B). JDJIX pays higher dividends than PBAKX: JDJIX (0.46) vs PBAKX (0.00). JDJIX was incepted earlier than PBAKX: JDJIX (6 years) vs PBAKX (9 years). JDJIX (1.37) is less costly to investors than PBAKX (0.69). PBAKX is a more actively managed with annual turnover of: 146.00 vs. JDJIX (0.00). JDJIX has a lower initial minimum investment than PBAKX: JDJIX (250000) vs PBAKX (5000000). PBAKX annual gain was more profitable for investors over the last year : 7.15 vs. JDJIX (-13.77). PBAKX return over 5 years is better than : 27.45 vs. JDJIX (11.99).
| JDJIX | PBAKX | JDJIX / PBAKX | |
| Total Expense Ratio | 1.36 | 0.69 | 197% |
| Annual Report Gross Expense Ratio | 1.37 | 0.69 | 199% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -5.973 | 2.894 | -206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 2.96B | 46% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | -13.77 | 7.15 | -193% |
| Returns for 3 years | -7.54 | 22.76 | -33% |
| Returns for 5 years | 11.99 | 27.45 | 44% |
| Returns for 10 years | N/A | N/A | - |
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