Interact to see
Advertisement
Advertisement
BGRFX vs JDMAX
BGRFX vs JDMAX Comparison
Open Charts BGRFX vs JDMAX
BGRFX vs JDMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGRFX vs. JDMAX commentary
Aug 03, 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 BGRFX is a Hold and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. BGRFX (2.2B). BGRFX pays higher dividends than JDMAX: BGRFX (0.56) vs JDMAX (0.00). BGRFX was incepted earlier than JDMAX: BGRFX (32 years) vs JDMAX (17 years). BGRFX (1.60) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 17.00 vs. BGRFX (1.00). BGRFX has a lower initial minimum investment than JDMAX: BGRFX (2000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 2.57 vs. BGRFX (-29.41). JDMAX return over 5 years is better than : -15.98 vs. BGRFX (-49.56).
| BGRFX | JDMAX | BGRFX / JDMAX | |
| Total Expense Ratio | 1.60 | 1.14 | 140% |
| Annual Report Gross Expense Ratio | 1.60 | 1.14 | 140% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | -7.679 | 7.617 | -101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 22.4B | 10% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -29.41 | 2.57 | -1,143% |
| Returns for 3 years | -38.99 | 8.81 | -443% |
| Returns for 5 years | -49.56 | -15.98 | 310% |
| Returns for 10 years | -12.44 | 56.86 | -22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JANT | 44.30 | 0.23 | +0.52% |
| AllianzIM US Equity Buffer10 Jan ETF | |||
| VGHY | 74.37 | 0.05 | +0.07% |
| Vanguard High-Yield Active ETF | |||
| ZECP | 37.75 | 0.02 | +0.05% |
| Zacks Earnings Consistent ETF | |||
| BSJX | 24.98 | -0.01 | -0.02% |
| Invesco BulletShares 2033 Hi YldCrpBdETF | |||
| BHYB | 53.92 | -0.07 | -0.13% |
| Xtrackers USD High Yld BB-B ex Fin ETF | |||