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BARUX vs JDMAX
BARUX vs JDMAX Comparison
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BARUX vs JDMAX Comparison Chart in %
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BARUX vs. JDMAX commentary
Aug 23, 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 BARUX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. BARUX (3.76B). BARUX (0.00) and JDMAX (0.00) have matching dividends . BARUX was incepted earlier than JDMAX: BARUX (11 years) vs JDMAX (17 years). JDMAX (1.14) is less costly to investors than BARUX (1.05). JDMAX is a more actively managed with annual turnover of: 17.00 vs. BARUX (6.00). JDMAX has a lower initial minimum investment than BARUX: JDMAX (2500) vs BARUX (5000000). JDMAX annual gain was more profitable for investors over the last year : 4.44 vs. BARUX (2.27). JDMAX return over 5 years is better than : -13.55 vs. BARUX (-21.55).
| BARUX | JDMAX | BARUX / JDMAX | |
| Total Expense Ratio | 1.05 | 1.14 | 92% |
| Annual Report Gross Expense Ratio | 1.05 | 1.14 | 92% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 6.282 | 9.308 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 21.8B | 17% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.27 | 4.44 | 51% |
| Returns for 3 years | 4.70 | 16.98 | 28% |
| Returns for 5 years | -21.55 | -13.55 | 159% |
| Returns for 10 years | 62.48 | 56.06 | 111% |