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AFOIX vs JDMAX
AFOIX vs JDMAX Comparison
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AFOIX vs JDMAX Comparison Chart in %
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AFOIX vs. JDMAX commentary
Jun 03, 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 AFOIX is a Buy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. AFOIX (343M). AFOIX (0.00) and JDMAX (0.00) have matching dividends . AFOIX was incepted earlier than JDMAX: AFOIX (7 years) vs JDMAX (17 years). AFOIX (1.15) and JDMAX (1.14) have similar cost to investors . AFOIX is a more actively managed with annual turnover of: 265.15 vs. JDMAX (17.00). AFOIX has a lower initial minimum investment than JDMAX: AFOIX (0) vs JDMAX (2500). AFOIX annual gain was more profitable for investors over the last year : 30.21 vs. JDMAX (6.32). AFOIX return over 5 years is better than : 15.80 vs. JDMAX (-13.24).
| AFOIX | JDMAX | AFOIX / JDMAX | |
| Total Expense Ratio | 1.15 | 1.14 | 101% |
| Annual Report Gross Expense Ratio | 1.15 | 1.14 | 101% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 10.024 | 6.429 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 21.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 30.21 | 6.32 | 478% |
| Returns for 3 years | 86.26 | 15.16 | 569% |
| Returns for 5 years | 15.80 | -13.24 | -119% |
| Returns for 10 years | N/A | 58.63 | - |
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