Interact to see
Advertisement
Advertisement
AFOZX vs JDMRX
AFOZX vs JDMRX Comparison
Open Charts AFOZX vs JDMRX
AFOZX vs JDMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFOZX vs. JDMRX commentary
Sep 14, 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 Hold and JDMRX is a Buy.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.7B vs. AFOZX (342M). AFOZX (0.00) and JDMRX (0.00) have matching dividends . AFOZX was incepted earlier than JDMRX: AFOZX (7 years) vs JDMRX (17 years). JDMRX (1.41) is less costly to investors than AFOZX (0.82). AFOZX is a more actively managed with annual turnover of: 265.15 vs. JDMRX (17.00). JDMRX has a lower initial minimum investment than AFOZX: JDMRX (2500) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 9.83 vs. JDMRX (-4.32). AFOZX return over 5 years is better than : 2.42 vs. JDMRX (-23.34).
| AFOZX | JDMRX | AFOZX / JDMRX | |
| Total Expense Ratio | 0.82 | 1.41 | 58% |
| Annual Report Gross Expense Ratio | 0.82 | 1.41 | 58% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 9.885 | 3.419 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 21.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.83 | -4.32 | -228% |
| Returns for 3 years | 83.20 | 6.98 | 1,192% |
| Returns for 5 years | 2.42 | -23.34 | -10% |
| Returns for 10 years | N/A | 41.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RMOMX | 25.29 | 0.27 | +1.08% |
| Victory RS Mid Cap Growth Member | |||
| RSOOX | 46.84 | 0.39 | +0.84% |
| Columbia Dividend Opportunity R | |||
| WFPAX | 48.98 | 0.39 | +0.80% |
| Allspring Special Mid Cap Value A | |||
| GSSCX | 10.63 | 0.06 | +0.57% |
| Goldman Sachs Small Cap Value C | |||
| FTVZX | 34.89 | 0.19 | +0.55% |
| FullerThaler Behav Md-Cp Val R6 | |||