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AVGCX vs JDJRX
AVGCX vs JDJRX Comparison Chart in %
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AVGCX vs. JDJRX commentary
Oct 25, 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: 1.14B vs. AVGCX (66.4M). AVGCX pays higher dividends than JDJRX: AVGCX (8.93) 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 : 3.57 vs. JDJRX (-2.58). JDJRX return over 5 years is better than : 10.83 vs. AVGCX (-3.64).
| 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 | 2.160 | -3.540 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.4M | 1.14B | 6% |
| Annual Yield % from dividends | 8.93 | 0.57 | 1,572% |
| Returns for 1 year | 3.57 | -2.58 | -138% |
| Returns for 3 years | 20.02 | -7.41 | -270% |
| Returns for 5 years | -3.64 | 10.83 | -34% |
| Returns for 10 years | -2.15 | N/A | - |
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