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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
Jul 14, 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 Buy and JDMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. BGRFX (2.2B). BGRFX pays higher dividends than JDMAX: BGRFX (0.59) 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 : 3.73 vs. BGRFX (-31.89). JDMAX return over 5 years is better than : -13.07 vs. BGRFX (-48.01).
| 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 | -7.915 | 8.203 | -96% |
| 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 | 0.59 | 0.00 | - |
| Returns for 1 year | -31.89 | 3.73 | -854% |
| Returns for 3 years | -39.06 | 11.23 | -348% |
| Returns for 5 years | -48.01 | -13.07 | 367% |
| Returns for 10 years | -12.41 | 57.49 | -22% |
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