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APDQX vs JVMAX
APDQX vs JVMAX Comparison
Open Charts APDQX vs JVMAX
APDQX vs JVMAX Comparison Chart in %
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APDQX vs. JVMAX commentary
Aug 03, 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 APDQX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. APDQX (449M). APDQX pays higher dividends than JVMAX: APDQX (1.41) vs JVMAX (0.48). APDQX was incepted earlier than JVMAX: APDQX (11 years) vs JVMAX (29 years). JVMAX (1.11) and APDQX (1.07) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 48.00 vs. APDQX (45.48). JVMAX has a lower initial minimum investment than APDQX: JVMAX (1000) vs APDQX (250000). JVMAX annual gain was more profitable for investors over the last year : 7.92 vs. APDQX (5.81). JVMAX return over 5 years is better than : 12.59 vs. APDQX (-29.46).
| APDQX | JVMAX | APDQX / JVMAX | |
| Total Expense Ratio | 1.07 | 1.10 | 97% |
| Annual Report Gross Expense Ratio | 1.07 | 1.11 | 96% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 7.698 | 14.086 | 55% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 23.6B | 2% |
| Annual Yield % from dividends | 1.41 | 0.48 | 293% |
| Returns for 1 year | 5.81 | 7.92 | 73% |
| Returns for 3 years | -8.39 | 16.53 | -51% |
| Returns for 5 years | -29.46 | 12.59 | -234% |
| Returns for 10 years | -19.17 | 55.40 | -35% |
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