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ALOCX vs JDMAX
ALOCX vs JDMAX Comparison
Open Charts ALOCX vs JDMAX
ALOCX vs JDMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. ALOCX (352M). ALOCX (0.00) and JDMAX (0.00) have matching dividends . ALOCX was incepted earlier than JDMAX: ALOCX (5 years) vs JDMAX (17 years). ALOCX (1.92) is less costly to investors than JDMAX (1.14). ALOCX is a more actively managed with annual turnover of: 265.15 vs. JDMAX (17.00). ALOCX has a lower initial minimum investment than JDMAX: ALOCX (1000) vs JDMAX (2500). ALOCX annual gain was more profitable for investors over the last year : 25.75 vs. JDMAX (3.27).
| ALOCX | JDMAX | ALOCX / JDMAX | |
| Total Expense Ratio | 1.92 | 1.14 | 168% |
| Annual Report Gross Expense Ratio | 1.92 | 1.14 | 168% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 12.735 | 8.797 | 145% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 22.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 25.75 | 3.27 | 788% |
| Returns for 3 years | 80.36 | 12.73 | 631% |
| Returns for 5 years | N/A | -13.61 | - |
| Returns for 10 years | N/A | 58.41 | - |
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