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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.8B vs. AFOIX (356M). 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 : 20.17 vs. JDMRX (3.45). AFOIX return over 5 years is better than : 10.08 vs. JDMRX (-17.48).
| 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 | 12.176 | 9.114 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 21.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.17 | 3.45 | 584% |
| Returns for 3 years | 92.13 | 14.00 | 658% |
| Returns for 5 years | 10.08 | -17.48 | -58% |
| Returns for 10 years | N/A | 45.63 | - |
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