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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
Sep 13, 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: 21.7B vs. BGRFX (2.01B). BGRFX pays higher dividends than JDMAX: BGRFX (0.53) 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 : -3.40 vs. BGRFX (-30.78). JDMAX return over 5 years is better than : -19.68 vs. BGRFX (-53.46).
| 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 | -11.132 | 3.624 | -307% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 21.7B | 9% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -30.78 | -3.40 | 905% |
| Returns for 3 years | -39.70 | 9.78 | -406% |
| Returns for 5 years | -53.46 | -19.68 | 272% |
| Returns for 10 years | -15.72 | 51.30 | -31% |
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