Ad is loading...
AVGCX vs JDJRX
AVGCX vs JDJRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AVGCX vs. JDJRX commentary
May 13, 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: 1.36B vs. AVGCX (77.2M). AVGCX pays higher dividends than JDJRX: AVGCX (9.38) vs JDJRX (0.58). 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 : -1.25 vs. JDJRX (-13.54). JDJRX return over 5 years is better than : 13.07 vs. AVGCX (0.18).
| 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 | -2.960 | -5.642 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.2M | 1.36B | 6% |
| Annual Yield % from dividends | 9.38 | 0.58 | 1,617% |
| Returns for 1 year | -1.25 | -13.54 | 9% |
| Returns for 3 years | 11.33 | -7.00 | -162% |
| Returns for 5 years | 0.18 | 13.07 | 1% |
| Returns for 10 years | -12.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...