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BGRFX vs JDMAX
BGRFX vs JDMAX Comparison
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BGRFX vs JDMAX Comparison Chart in %
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BGRFX vs. JDMAX commentary
Jun 21, 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 Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. BGRFX (2.15B). BGRFX pays higher dividends than JDMAX: BGRFX (0.58) vs JDMAX (0.00). BGRFX was incepted earlier than JDMAX: BGRFX (31 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 : 3.77 vs. BGRFX (-35.18). JDMAX return over 5 years is better than : -14.02 vs. BGRFX (-50.86).
| BGRFX | JDMAX | BGRFX / JDMAX | |
| Total Expense Ratio | 1.60 | 1.14 | 140% |
| Annual Report Gross Expense Ratio | 1.60 | 1.14 | 140% |
| Fund Existence | 31 years | 17 years | - |
| Gain YTD | -14.648 | 4.699 | -312% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 22.3B | 10% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -35.18 | 3.77 | -933% |
| Returns for 3 years | -41.87 | 9.31 | -450% |
| Returns for 5 years | -50.86 | -14.02 | 363% |
| Returns for 10 years | -16.28 | 57.28 | -28% |
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