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BGRFX vs JDMRX
BGRFX vs JDMRX Comparison
Open Charts BGRFX vs JDMRX
BGRFX vs JDMRX Comparison Chart in %
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BGRFX vs. JDMRX commentary
Aug 24, 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 StrongBuy and JDMRX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.8B vs. BGRFX (2.25B). BGRFX pays higher dividends than JDMRX: BGRFX (0.56) vs JDMRX (0.00). BGRFX was incepted earlier than JDMRX: BGRFX (32 years) vs JDMRX (17 years). BGRFX (1.60) is less costly to investors than JDMRX (1.41). JDMRX is a more actively managed with annual turnover of: 17.00 vs. BGRFX (1.00). BGRFX has a lower initial minimum investment than JDMRX: BGRFX (2000) vs JDMRX (2500). JDMRX annual gain was more profitable for investors over the last year : 3.45 vs. BGRFX (-23.63). JDMRX return over 5 years is better than : -17.48 vs. BGRFX (-46.46).
| BGRFX | JDMRX | BGRFX / JDMRX | |
| Total Expense Ratio | 1.60 | 1.41 | 113% |
| Annual Report Gross Expense Ratio | 1.60 | 1.41 | 113% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | -1.529 | 9.114 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 21.8B | 10% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -23.63 | 3.45 | -685% |
| Returns for 3 years | -31.53 | 14.00 | -225% |
| Returns for 5 years | -46.46 | -17.48 | 266% |
| Returns for 10 years | -9.80 | 45.63 | -21% |
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