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BDMAX vs JMNAX
BDMAX vs JMNAX Comparison
Open Charts BDMAX vs JMNAX
BDMAX vs JMNAX Comparison Chart in %
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BDMAX vs. JMNAX commentary
Jul 10, 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 BDMAX is a Hold and JMNAX is a Buy.
FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 13.6B vs. JMNAX (349M). BDMAX pays higher dividends than JMNAX: BDMAX (6.24) vs JMNAX (2.85). BDMAX was incepted earlier than JMNAX: BDMAX (14 years) vs JMNAX (24 years). JMNAX (2.87) is less costly to investors than BDMAX (1.70). JMNAX is a more actively managed with annual turnover of: 144.00 vs. BDMAX (44.00). 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 : 18.65 vs. JMNAX (-2.21). BDMAX return over 5 years is better than : 74.38 vs. JMNAX (27.15).
| BDMAX | JMNAX | BDMAX / JMNAX | |
| Total Expense Ratio | 1.59 | 2.62 | 61% |
| Annual Report Gross Expense Ratio | 1.70 | 2.87 | 59% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 10.246 | -2.747 | -373% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 349M | 3,897% |
| Annual Yield % from dividends | 6.24 | 2.85 | 219% |
| Returns for 1 year | 18.65 | -2.21 | -842% |
| Returns for 3 years | 69.63 | 17.40 | 400% |
| Returns for 5 years | 74.38 | 27.15 | 274% |
| Returns for 10 years | 96.83 | 12.91 | 750% |
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