ALOCX
Price
$21.51
Change
+$0.16 (+0.75%)
Updated
Sep 11 closing price
Net Assets
339.78M
JDMRX
Price
$125.84
Change
-$1.49 (-1.17%)
Updated
Sep 10 closing price
Net Assets
21.66B
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ALOCX vs JDMRX

ALOCX vs JDMRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.7B vs. ALOCX (340M). ALOCX (0.00) and JDMRX (0.00) have matching dividends . ALOCX was incepted earlier than JDMRX: ALOCX (5 years) vs JDMRX (17 years). ALOCX (1.92) is less costly to investors than JDMRX (1.41). ALOCX is a more actively managed with annual turnover of: 265.15 vs. JDMRX (17.00). ALOCX has a lower initial minimum investment than JDMRX: ALOCX (1000) vs JDMRX (2500). ALOCX annual gain was more profitable for investors over the last year : 7.88 vs. JDMRX (-4.32). ALOCX return over 5 years is better than : -3.87 vs. JDMRX (-23.34).
ALOCXJDMRXALOCX / JDMRX
Total Expense Ratio1.921.41136%
Annual Report Gross Expense Ratio1.921.41136%
Fund Existence5 years17 years-
Gain YTD8.3213.419243%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets340M21.7B2%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.88-4.32-183%
Returns for 3 years76.016.981,089%
Returns for 5 years-3.87-23.3417%
Returns for 10 yearsN/A41.19-
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