ALOCX
Price
$21.51
Change
+$0.16 (+0.75%)
Updated
Sep 11 closing price
Net Assets
339.78M
JDMAX
Price
$137.82
Change
-$1.62 (-1.16%)
Updated
Sep 10 closing price
Net Assets
21.66B
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ALOCX vs JDMAX

ALOCX vs JDMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. ALOCX (340M). 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 : 7.88 vs. JDMAX (-3.40). ALOCX return over 5 years is better than : -3.87 vs. JDMAX (-19.68).
ALOCXJDMAXALOCX / JDMAX
Total Expense Ratio1.921.14168%
Annual Report Gross Expense Ratio1.921.14168%
Fund Existence5 years17 years-
Gain YTD8.3213.624230%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets340M21.7B2%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.88-3.40-232%
Returns for 3 years76.019.78777%
Returns for 5 years-3.87-19.6820%
Returns for 10 yearsN/A51.30-
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