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JDJRX vs MBXFX
JDJRX vs MBXFX Comparison
Open Charts JDJRX vs MBXFX
JDJRX vs MBXFX Comparison Chart in %
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JDJRX vs. MBXFX commentary
Sep 02, 2026
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 MBXFX is a Hold.
FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 10.7B vs. JDJRX (1.17B). JDJRX pays higher dividends than MBXFX: JDJRX (0.38) vs MBXFX (0.00). JDJRX was incepted earlier than MBXFX: JDJRX (7 years) vs MBXFX (6 years). MBXFX (3.00) is less costly to investors than JDJRX (1.26). 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 : 14.92 vs. JDJRX (10.89). MBXFX return over 5 years is better than : 31.44 vs. JDJRX (18.27).
| JDJRX | MBXFX | JDJRX / MBXFX | |
| Total Expense Ratio | 1.25 | 3.00 | 42% |
| Annual Report Gross Expense Ratio | 1.26 | 3.00 | 42% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 13.054 | 12.464 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 10.7B | 11% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 10.89 | 14.92 | 73% |
| Returns for 3 years | 1.27 | 25.73 | 5% |
| Returns for 5 years | 18.27 | 31.44 | 58% |
| Returns for 10 years | N/A | N/A | - |
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