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JDJRX vs MBXCX
JDJRX vs MBXCX Comparison Chart
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JDJRX vs. MBXCX 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 MBXCX is a Hold.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.4B vs. JDJRX (1.77B). JDJRX pays higher dividends than MBXCX: JDJRX (1.49) vs MBXCX (0.80). JDJRX was incepted earlier than MBXCX: JDJRX (6 years) vs MBXCX (9 years). MBXCX is a more actively managed with annual turnover of: 30.00 vs. JDJRX (0.00). MBXCX has a lower initial minimum investment than JDJRX: MBXCX (2500) vs JDJRX (1000000). MBXCX annual gain was more profitable for investors over the last year : 2.69 vs. JDJRX (-3.42). MBXCX return over 5 years is better than : 25.49 vs. JDJRX (13.14).
| JDJRX | MBXCX | JDJRX / MBXCX | |
| 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 | 0.480 | 484% |
| 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 | 0.80 | 187% |
| Returns for 1 year | -3.42 | 2.69 | -127% |
| Returns for 3 years | 15.46 | 17.93 | 86% |
| Returns for 5 years | 13.14 | 25.49 | 52% |
| Returns for 10 years | N/A | N/A | - |
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