BGRUX
Price
$57.10
Change
-$1.41 (-2.41%)
Updated
Jun 22 closing price
Net Assets
2.09B
JDMRX
Price
$129.98
Change
+$2.75 (+2.16%)
Updated
Jun 22 closing price
Net Assets
22.28B
Interact to see
Advertisement

BGRUX vs JDMRX

BGRUX vs JDMRX Comparison Chart in %
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
BGRUXJDMRXBGRUX / JDMRX
Total Expense Ratio1.341.4195%
Annual Report Gross Expense Ratio1.341.4195%
Fund Existence10 years17 years-
Gain YTD-14.5596.821-213%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B22.3B9%
Annual Yield % from dividends0.870.00-
Returns for 1 year-34.155.13-666%
Returns for 3 years-38.6011.96-323%
Returns for 5 years-50.09-17.66284%
Returns for 10 years-8.7753.97-16%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WFIVX38.53N/A
N/A
Wilshire 5000 Index Invmt
WFMIX50.40N/A
N/A
Allspring Special Mid Cap Value Inst
ALMRX30.97N/A
N/A
Alger Mid Cap Growth Institutional I
PPNMX12.97N/A
N/A
Principal SmallCap Growth I R3
NEOYX32.62-0.09
-0.28%
Natixis Oakmark Y