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BDMAX vs JMNAX
BDMAX vs JMNAX Comparison
Open Charts BDMAX vs JMNAX
BlackRock Global Equity Mkt Netrl A
Price$13.93
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.28B
JPMorgan Research Market Neutral A
Price$14.38
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets333.57M
BDMAX vs JMNAX Comparison Chart
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BDMAX vs. JMNAX commentary
Apr 03, 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 BDMAX is a Hold and JMNAX is a Hold.
FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 4.28B vs. JMNAX (334M). BDMAX pays higher dividends than JMNAX: BDMAX (12.75) vs JMNAX (2.43). BDMAX was incepted earlier than JMNAX: BDMAX (12 years) vs JMNAX (23 years). JMNAX (3.10) is less costly to investors than BDMAX (1.80). JMNAX is a more actively managed with annual turnover of: 103.00 vs. BDMAX (27.00). BDMAX (5%) and JMNAX (5%) have equivalent initial investment costs. BDMAX (1000) and JMNAX (1000) have matching initial minimum investment requirements. BDMAX annual gain was more profitable for investors over the last year : 16.20 vs. JMNAX (5.94). BDMAX return over 5 years is better than : 51.99 vs. JMNAX (19.83).
| BDMAX | JMNAX | BDMAX / JMNAX | |
| Total Expense Ratio | 1.60 | 2.93 | 55% |
| Annual Report Gross Expense Ratio | 1.80 | 3.10 | 58% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 5.295 | -0.829 | -639% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.28B | 334M | 1,281% |
| Annual Yield % from dividends | 12.75 | 2.43 | 524% |
| Returns for 1 year | 16.20 | 5.94 | 273% |
| Returns for 3 years | 50.11 | 23.86 | 210% |
| Returns for 5 years | 51.99 | 19.83 | 262% |
| Returns for 10 years | 42.97 | 3.00 | 1,431% |
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