Interact to see
Advertisement
Advertisement
BMBCX vs JAAIX
BMBCX vs JAAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMBCX vs. JAAIX commentary
Jun 17, 2025
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 BMBCX is a Hold and JAAIX is a Hold.
FUNDAMENTALS
Fundamentals
BMBCX has more cash in the bank: 7.76B vs. JAAIX (951M). BMBCX pays higher dividends than JAAIX: BMBCX (3.04) vs JAAIX (1.45). BMBCX was incepted earlier than JAAIX: BMBCX (10 years) vs JAAIX (14 years). BMBCX (1.89) is less costly to investors than JAAIX (1.56). BMBCX is a more actively managed with annual turnover of: 242.00 vs. JAAIX (24.00). BMBCX has a lower initial minimum investment than JAAIX: BMBCX (1000) vs JAAIX (250000). JAAIX annual gain was more profitable for investors over the last year : 5.42 vs. BMBCX (5.07). JAAIX return over 5 years is better than : 24.73 vs. BMBCX (12.46).
| BMBCX | JAAIX | BMBCX / JAAIX | |
| Total Expense Ratio | 1.89 | 1.38 | 137% |
| Annual Report Gross Expense Ratio | 1.89 | 1.56 | 121% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 2.098 | 2.137 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.76B | 951M | 815% |
| Annual Yield % from dividends | 3.04 | 1.45 | 210% |
| Returns for 1 year | 5.07 | 5.42 | 94% |
| Returns for 3 years | 14.14 | 15.87 | 89% |
| Returns for 5 years | 12.46 | 24.73 | 50% |
| Returns for 10 years | 22.93 | 36.28 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement