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BGRUX vs JDMAX
BGRUX vs JDMAX Comparison
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BGRUX vs JDMAX Comparison Chart in %
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BGRUX vs. JDMAX commentary
Aug 15, 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 BGRUX is a Buy and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. BGRUX (2.24B). BGRUX pays higher dividends than JDMAX: BGRUX (0.84) vs JDMAX (0.00). BGRUX was incepted earlier than JDMAX: BGRUX (11 years) vs JDMAX (17 years). BGRUX (1.34) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 17.00 vs. BGRUX (1.00). JDMAX has a lower initial minimum investment than BGRUX: JDMAX (2500) vs BGRUX (5000000). JDMAX annual gain was more profitable for investors over the last year : 5.78 vs. BGRUX (-23.63). JDMAX return over 5 years is better than : -12.83 vs. BGRUX (-45.73).
| BGRUX | JDMAX | BGRUX / JDMAX | |
| Total Expense Ratio | 1.34 | 1.14 | 118% |
| Annual Report Gross Expense Ratio | 1.34 | 1.14 | 118% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | -2.994 | 11.436 | -26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 21.8B | 10% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -23.63 | 5.78 | -409% |
| Returns for 3 years | -33.00 | 15.78 | -209% |
| Returns for 5 years | -45.73 | -12.83 | 356% |
| Returns for 10 years | -5.03 | 60.09 | -8% |
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