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AFOIX vs JDMRX
AFOIX vs JDMRX Comparison
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AFOIX vs JDMRX Comparison Chart in %
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AFOIX vs. JDMRX 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 JDMRX is a Buy.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 22.4B vs. AFOIX (332M). AFOIX (0.00) and JDMRX (0.00) have matching dividends . AFOIX was incepted earlier than JDMRX: AFOIX (7 years) vs JDMRX (17 years). JDMRX (1.41) is less costly to investors than AFOIX (1.15). AFOIX is a more actively managed with annual turnover of: 265.15 vs. JDMRX (17.00). AFOIX has a lower initial minimum investment than JDMRX: AFOIX (0) vs JDMRX (2500). AFOIX annual gain was more profitable for investors over the last year : 15.08 vs. JDMRX (0.42). AFOIX return over 5 years is better than : 5.63 vs. JDMRX (-18.81).
| AFOIX | JDMRX | AFOIX / JDMRX | |
| Total Expense Ratio | 1.15 | 1.41 | 82% |
| Annual Report Gross Expense Ratio | 1.15 | 1.41 | 82% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 6.357 | 7.659 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 22.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.08 | 0.42 | 3,577% |
| Returns for 3 years | 72.35 | 6.61 | 1,095% |
| Returns for 5 years | 5.63 | -18.81 | -30% |
| Returns for 10 years | N/A | 44.68 | - |
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