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BGRUX vs JDMRX
BGRUX vs JDMRX Comparison
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BGRUX vs JDMRX Comparison Chart in %
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BGRUX vs. JDMRX commentary
Jun 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 BGRUX is a Hold and JDMRX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 22.3B vs. BGRUX (2.09B). BGRUX pays higher dividends than JDMRX: BGRUX (0.87) 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 : 5.13 vs. BGRUX (-34.15). JDMRX return over 5 years is better than : -17.66 vs. BGRUX (-50.09).
| BGRUX | JDMRX | BGRUX / JDMRX | |
| Total Expense Ratio | 1.34 | 1.41 | 95% |
| Annual Report Gross Expense Ratio | 1.34 | 1.41 | 95% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | -14.559 | 6.821 | -213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 22.3B | 9% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | -34.15 | 5.13 | -666% |
| Returns for 3 years | -38.60 | 11.96 | -323% |
| Returns for 5 years | -50.09 | -17.66 | 284% |
| Returns for 10 years | -8.77 | 53.97 | -16% |
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