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BGRIX vs JDMAX
BGRIX vs JDMAX Comparison
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BGRIX vs JDMAX Comparison Chart in %
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BGRIX vs. JDMAX commentary
Aug 02, 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 BGRIX is a Hold and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. BGRIX (2.2B). BGRIX pays higher dividends than JDMAX: BGRIX (0.84) vs JDMAX (0.00). BGRIX was incepted earlier than JDMAX: BGRIX (17 years) vs JDMAX (17 years). BGRIX (1.34) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 17.00 vs. BGRIX (1.00). JDMAX has a lower initial minimum investment than BGRIX: JDMAX (2500) vs BGRIX (1000000). JDMAX annual gain was more profitable for investors over the last year : 2.57 vs. BGRIX (-28.34). JDMAX return over 5 years is better than : -15.98 vs. BGRIX (-47.56).
| BGRIX | JDMAX | BGRIX / JDMAX | |
| Total Expense Ratio | 1.34 | 1.14 | 118% |
| Annual Report Gross Expense Ratio | 1.34 | 1.14 | 118% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | -7.550 | 7.617 | -99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 22.4B | 10% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -28.34 | 2.57 | -1,101% |
| Returns for 3 years | -37.27 | 8.81 | -423% |
| Returns for 5 years | -47.56 | -15.98 | 298% |
| Returns for 10 years | -6.83 | 56.86 | -12% |
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