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AFOZX vs JDMAX
AFOZX vs JDMAX Comparison
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AFOZX vs JDMAX Comparison Chart in %
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AFOZX 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 AFOZX is a Buy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. AFOZX (343M). AFOZX (0.00) and JDMAX (0.00) have matching dividends . AFOZX was incepted earlier than JDMAX: AFOZX (7 years) vs JDMAX (17 years). JDMAX (1.14) is less costly to investors than AFOZX (0.87). AFOZX is a more actively managed with annual turnover of: 265.15 vs. JDMAX (17.00). JDMAX has a lower initial minimum investment than AFOZX: JDMAX (2500) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 30.68 vs. JDMAX (6.32). AFOZX return over 5 years is better than : 17.62 vs. JDMAX (-13.24).
| AFOZX | JDMAX | AFOZX / JDMAX | |
| Total Expense Ratio | 0.87 | 1.14 | 76% |
| Annual Report Gross Expense Ratio | 0.87 | 1.14 | 76% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 10.173 | 6.429 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| 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 | 30.68 | 6.32 | 485% |
| Returns for 3 years | 87.89 | 15.16 | 580% |
| Returns for 5 years | 17.62 | -13.24 | -133% |
| Returns for 10 years | N/A | 58.63 | - |
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