Interact to see
Advertisement
Advertisement
JDJRX vs MBXFX
JDJRX vs MBXFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.46B vs. JDJRX (1.14B). 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: 19.00 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 : 4.43 vs. JDJRX (-2.58).
| 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 | -3.540 | 4.006 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 8.46B | 13% |
| Annual Yield % from dividends | 0.57 | 1.12 | 51% |
| Returns for 1 year | -2.58 | 4.43 | -58% |
| Returns for 3 years | -7.41 | 4.96 | -149% |
| Returns for 5 years | 10.83 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement