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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
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. BGRUX (2.41B). BGRUX pays higher dividends than JDMAX: BGRUX (0.87) vs JDMAX (0.00). BGRUX was incepted earlier than JDMAX: BGRUX (10 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 : 6.32 vs. BGRUX (-32.73). JDMAX return over 5 years is better than : -13.24 vs. BGRUX (-46.31).
| BGRUX | JDMAX | BGRUX / JDMAX | |
| Total Expense Ratio | 1.34 | 1.14 | 118% |
| Annual Report Gross Expense Ratio | 1.34 | 1.14 | 118% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | -11.332 | 6.429 | -176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 21.7B | 11% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | -32.73 | 6.32 | -518% |
| Returns for 3 years | -36.99 | 15.16 | -244% |
| Returns for 5 years | -46.31 | -13.24 | 350% |
| Returns for 10 years | -7.79 | 58.63 | -13% |
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