ALOCX
Price
$22.34
Change
+$0.33 (+1.50%)
Updated
Aug 21 closing price
Net Assets
350.58M
JDMRX
Price
$132.77
Change
-$1.13 (-0.84%)
Updated
Aug 20 closing price
Net Assets
21.85B
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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: 21.8B vs. ALOCX (351M). 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 : 19.30 vs. JDMRX (3.39). ALOCX return over 5 years is better than : 5.66 vs. JDMRX (-17.48).
ALOCXJDMRXALOCX / JDMRX
Total Expense Ratio1.921.41136%
Annual Report Gross Expense Ratio1.921.41136%
Fund Existence5 years17 years-
Gain YTD11.6699.114128%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets351M21.8B2%
Annual Yield % from dividends0.000.00-
Returns for 1 year19.303.39570%
Returns for 3 years87.6413.69640%
Returns for 5 years5.66-17.48-32%
Returns for 10 yearsN/A46.38-
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