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JDJRX vs MBXAX
JDJRX vs MBXAX Comparison Chart
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JDJRX vs. MBXAX 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 JDJRX is a Hold and MBXAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.4B vs. JDJRX (1.77B). JDJRX (1.49) and MBXAX (1.45) have matching dividends . JDJRX was incepted earlier than MBXAX: JDJRX (6 years) vs MBXAX (9 years). MBXAX is a more actively managed with annual turnover of: 30.00 vs. JDJRX (0.00). MBXAX has a lower initial minimum investment than JDJRX: MBXAX (2500) vs JDJRX (1000000). MBXAX annual gain was more profitable for investors over the last year : 3.47 vs. JDJRX (-3.42). MBXAX return over 5 years is better than : 30.42 vs. JDJRX (13.14).
| JDJRX | MBXAX | JDJRX / MBXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 2.323 | 0.571 | 407% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 8.4B | 21% |
| Annual Yield % from dividends | 1.49 | 1.45 | 103% |
| Returns for 1 year | -3.42 | 3.47 | -99% |
| Returns for 3 years | 15.46 | 20.73 | 75% |
| Returns for 5 years | 13.14 | 30.42 | 43% |
| Returns for 10 years | N/A | N/A | - |
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