AFOIX
Price
$21.74
Change
-$0.01 (-0.05%)
Updated
Jul 27 closing price
Net Assets
331.81M
JDMAX
Price
$143.42
Change
+$1.30 (+0.91%)
Updated
Jul 27 closing price
Net Assets
22.4B
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AFOIX vs JDMAX

AFOIX vs JDMAX Comparison Chart in %
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AFOIX vs. JDMAX commentary
Jul 28, 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 Hold and JDMAX is a Buy.

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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. AFOIX (332M). 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 : 15.08 vs. JDMAX (1.39). AFOIX return over 5 years is better than : 5.63 vs. JDMAX (-14.94).
AFOIXJDMAXAFOIX / JDMAX
Total Expense Ratio1.151.14101%
Annual Report Gross Expense Ratio1.151.14101%
Fund Existence7 years17 years-
Gain YTD6.3577.83581%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets332M22.4B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year15.081.391,088%
Returns for 3 years72.359.40770%
Returns for 5 years5.63-14.94-38%
Returns for 10 yearsN/A55.05-
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