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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: 8.34B vs. JDJRX (1.33B). MBXFX pays higher dividends than JDJRX: MBXFX (1.14) 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 : -0.44 vs. JDJRX (-13.19).
| 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 | -4.204 | 1.775 | -237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 8.34B | 16% |
| Annual Yield % from dividends | 0.57 | 1.14 | 50% |
| Returns for 1 year | -13.19 | -0.44 | 3,008% |
| Returns for 3 years | -6.30 | 9.82 | -64% |
| Returns for 5 years | 14.41 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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