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FRSIX vs JDMAX
FRSIX vs JDMAX Comparison
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FRSIX vs JDMAX Comparison Chart in %
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FRSIX vs. JDMAX commentary
Aug 23, 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 FRSIX is a Buy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. FRSIX (3.59B). FRSIX (0.00) and JDMAX (0.00) have matching dividends . FRSIX was incepted earlier than JDMAX: FRSIX (31 years) vs JDMAX (17 years). FRSIX (1.60) is less costly to investors than JDMAX (1.14). FRSIX is a more actively managed with annual turnover of: 33.86 vs. JDMAX (17.00). FRSIX has a lower initial minimum investment than JDMAX: FRSIX (1000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 4.44 vs. FRSIX (-11.17). JDMAX return over 5 years is better than : -13.55 vs. FRSIX (-45.08).
| FRSIX | JDMAX | FRSIX / JDMAX | |
| Total Expense Ratio | 1.59 | 1.14 | 139% |
| Annual Report Gross Expense Ratio | 1.60 | 1.14 | 140% |
| Fund Existence | 31 years | 17 years | - |
| Gain YTD | 8.361 | 9.308 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 21.8B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.17 | 4.44 | -252% |
| Returns for 3 years | 14.70 | 16.98 | 87% |
| Returns for 5 years | -45.08 | -13.55 | 333% |
| Returns for 10 years | -39.31 | 56.06 | -70% |
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