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JDJRX vs PBAIX
JDJRX vs PBAIX Comparison Chart
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JDJRX vs. PBAIX commentary
Dec 19, 2024
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 PBAIX is a Buy.
FUNDAMENTALS
Fundamentals
PBAIX has more cash in the bank: 2.25B vs. JDJRX (1.74B). PBAIX pays higher dividends than JDJRX: PBAIX (11.03) vs JDJRX (1.49). JDJRX was incepted earlier than PBAIX: JDJRX (5 years) vs PBAIX (32 years). PBAIX is a more actively managed with annual turnover of: 172.00 vs. JDJRX (0.00). JDJRX has a lower initial minimum investment than PBAIX: JDJRX (1000000) vs PBAIX (2000000). PBAIX annual gain was more profitable for investors over the last year : 11.19 vs. JDJRX (-1.16). PBAIX return over 5 years is better than : 26.20 vs. JDJRX (9.69).
| JDJRX | PBAIX | JDJRX / PBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 2.712 | 11.437 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 2.25B | 77% |
| Annual Yield % from dividends | 1.49 | 11.03 | 13% |
| Returns for 1 year | -1.16 | 11.19 | -10% |
| Returns for 3 years | 15.13 | 18.92 | 80% |
| Returns for 5 years | 9.69 | 26.20 | 37% |
| Returns for 10 years | N/A | 26.17 | - |
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