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AWMIX vs JDMAX
AWMIX vs JDMAX Comparison
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AWMIX vs JDMAX Comparison Chart in %
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AWMIX vs. JDMAX commentary
Jul 14, 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 AWMIX is a Hold and JDMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. AWMIX (686M). AWMIX (0.00) and JDMAX (0.00) have matching dividends . AWMIX was incepted earlier than JDMAX: AWMIX (12 years) vs JDMAX (17 years). JDMAX (1.14) is less costly to investors than AWMIX (0.82). AWMIX is a more actively managed with annual turnover of: 24.00 vs. JDMAX (17.00). JDMAX has a lower initial minimum investment than AWMIX: JDMAX (2500) vs AWMIX (250000). JDMAX annual gain was more profitable for investors over the last year : 3.73 vs. AWMIX (-4.10). AWMIX return over 5 years is better than : -11.53 vs. JDMAX (-13.07).
| AWMIX | JDMAX | AWMIX / JDMAX | |
| Total Expense Ratio | 0.82 | 1.14 | 72% |
| Annual Report Gross Expense Ratio | 0.82 | 1.14 | 72% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 9.532 | 8.203 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 22.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.10 | 3.73 | -110% |
| Returns for 3 years | 4.63 | 11.23 | 41% |
| Returns for 5 years | -11.53 | -13.07 | 88% |
| Returns for 10 years | 68.38 | 57.49 | 119% |
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