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JDJRX vs MBXFX
JDJRX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.32B vs. JDJRX (1.21B). MBXFX pays higher dividends than JDJRX: MBXFX (1.12) vs JDJRX (0.57). JDJRX was incepted earlier than MBXFX: JDJRX (6 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than JDJRX (1.25). MBXFX is a more actively managed with annual turnover of: 48.00 vs. JDJRX (0.00). MBXFX has a lower initial minimum investment than JDJRX: MBXFX (2500) vs JDJRX (1000000). MBXFX annual gain was more profitable for investors over the last year : 5.34 vs. JDJRX (-4.35).
| JDJRX | MBXFX | JDJRX / MBXFX | |
| Total Expense Ratio | 1.24 | 3.03 | 41% |
| Annual Report Gross Expense Ratio | 1.25 | 3.03 | 41% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -4.867 | 1.775 | -274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.32B | 14% |
| Annual Yield % from dividends | 0.57 | 1.12 | 51% |
| Returns for 1 year | -4.35 | 5.34 | -81% |
| Returns for 3 years | -6.51 | 9.79 | -66% |
| Returns for 5 years | 8.84 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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