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AVGCX vs JDJRX
AVGCX vs JDJRX Comparison Chart
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AVGCX vs. JDJRX commentary
Apr 20, 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: 1.47B vs. AVGCX (77.5M). AVGCX pays higher dividends than JDJRX: AVGCX (9.23) vs JDJRX (0.53). 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 : -1.35 vs. JDJRX (-17.12). JDJRX return over 5 years is better than : 11.84 vs. AVGCX (-0.97).
| 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 | -4.000 | -7.080 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.5M | 1.47B | 5% |
| Annual Yield % from dividends | 9.23 | 0.53 | 1,734% |
| Returns for 1 year | -1.35 | -17.12 | 8% |
| Returns for 3 years | 4.49 | -6.35 | -71% |
| Returns for 5 years | -0.97 | 11.84 | -8% |
| Returns for 10 years | -13.51 | N/A | - |
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