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CHCLX vs JDMAX
CHCLX vs JDMAX Comparison
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CHCLX vs JDMAX Comparison Chart in %
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CHCLX vs. JDMAX 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 CHCLX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. CHCLX (2.7B). CHCLX (0.00) and JDMAX (0.00) have matching dividends . CHCLX was incepted earlier than JDMAX: CHCLX (88 years) vs JDMAX (17 years). JDMAX (1.14) is less costly to investors than CHCLX (0.93). CHCLX is a more actively managed with annual turnover of: 80.00 vs. JDMAX (17.00). JDMAX initial investment is less costly to investors than CHCLX (4%) vs CHCLX (4%). CHCLX (2500) and JDMAX (2500) have matching initial minimum investment requirements. CHCLX annual gain was more profitable for investors over the last year : 5.84 vs. JDMAX (0.94). JDMAX return over 5 years is better than : -15.46 vs. CHCLX (-16.54).
| CHCLX | JDMAX | CHCLX / JDMAX | |
| Total Expense Ratio | 0.92 | 1.14 | 81% |
| Annual Report Gross Expense Ratio | 0.93 | 1.14 | 82% |
| Fund Existence | 88 years | 17 years | - |
| Gain YTD | 11.101 | 6.857 | 162% |
| Front Load | 4% | 6% | 74% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 22.4B | 12% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.84 | 0.94 | 623% |
| Returns for 3 years | 30.04 | 8.47 | 355% |
| Returns for 5 years | -16.54 | -15.46 | 107% |
| Returns for 10 years | 46.83 | 54.62 | 86% |
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