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AVGCX vs JDJRX
AVGCX vs JDJRX Comparison Chart in %
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AVGCX vs. JDJRX commentary
Jul 07, 2025
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 AVGCX is a Hold and JDJRX is a Hold.
FUNDAMENTALS
Fundamentals
JDJRX has more cash in the bank: 1.33B vs. AVGCX (77.6M). AVGCX pays higher dividends than JDJRX: AVGCX (9.13) vs JDJRX (0.57). AVGCX was incepted earlier than JDJRX: AVGCX (19 years) vs JDJRX (6 years). AVGCX (2.90) is less costly to investors than JDJRX (1.25). AVGCX is a more actively managed with annual turnover of: 4.30 vs. JDJRX (0.00). AVGCX has a lower initial minimum investment than JDJRX: AVGCX (1000) vs JDJRX (1000000). AVGCX annual gain was more profitable for investors over the last year : -0.02 vs. JDJRX (-13.19). JDJRX return over 5 years is better than : 14.41 vs. AVGCX (-1.62).
| AVGCX | JDJRX | AVGCX / JDJRX | |
| Total Expense Ratio | 2.15 | 1.24 | 173% |
| Annual Report Gross Expense Ratio | 2.90 | 1.25 | 232% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 0.080 | -4.204 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 1.33B | 6% |
| Annual Yield % from dividends | 9.13 | 0.57 | 1,596% |
| Returns for 1 year | -0.02 | -13.19 | 0% |
| Returns for 3 years | 21.38 | -6.30 | -339% |
| Returns for 5 years | -1.62 | 14.41 | -11% |
| Returns for 10 years | -6.95 | N/A | - |
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