BGRUX
Price
$61.41
Change
+$1.88 (+3.16%)
Updated
Jul 24 closing price
Net Assets
2.09B
JDMRX
Price
$129.82
Change
-$0.05 (-0.04%)
Updated
Jul 23 closing price
Net Assets
22.4B
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BGRUX vs JDMRX

BGRUX vs JDMRX Comparison Chart in %
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BGRUX vs. JDMRX commentary
Jul 25, 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 Hold and JDMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 22.4B vs. BGRUX (2.09B). BGRUX pays higher dividends than JDMRX: BGRUX (0.90) vs JDMRX (0.00). BGRUX was incepted earlier than JDMRX: BGRUX (10 years) vs JDMRX (17 years). JDMRX (1.41) is less costly to investors than BGRUX (1.34). JDMRX is a more actively managed with annual turnover of: 17.00 vs. BGRUX (1.00). JDMRX has a lower initial minimum investment than BGRUX: JDMRX (2500) vs BGRUX (5000000). JDMRX annual gain was more profitable for investors over the last year : -0.02 vs. BGRUX (-34.04). JDMRX return over 5 years is better than : -19.31 vs. BGRUX (-50.47).
BGRUXJDMRXBGRUX / JDMRX
Total Expense Ratio1.341.4195%
Annual Report Gross Expense Ratio1.341.4195%
Fund Existence10 years17 years-
Gain YTD-13.0706.690-195%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B22.4B9%
Annual Yield % from dividends0.900.00-
Returns for 1 year-34.04-0.02147,364%
Returns for 3 years-41.805.71-733%
Returns for 5 years-50.47-19.31261%
Returns for 10 years-13.0144.28-29%
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