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HBMCX vs JDMAX
HBMCX vs JDMAX Comparison
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HBMCX vs JDMAX Comparison Chart in %
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HBMCX vs. JDMAX commentary
Sep 21, 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 HBMCX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. HBMCX (647M). HBMCX (0.00) and JDMAX (0.00) have matching dividends . HBMCX was incepted earlier than JDMAX: HBMCX (27 years) vs JDMAX (17 years). JDMAX (1.14) is less costly to investors than HBMCX (1.01). HBMCX is a more actively managed with annual turnover of: 60.00 vs. JDMAX (17.00). HBMCX has a lower initial minimum investment than JDMAX: HBMCX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : -3.10 vs. HBMCX (-14.31). JDMAX return over 5 years is better than : -19.66 vs. HBMCX (-47.87).
| HBMCX | JDMAX | HBMCX / JDMAX | |
| Total Expense Ratio | 1.01 | 1.14 | 89% |
| Annual Report Gross Expense Ratio | 1.01 | 1.14 | 89% |
| Fund Existence | 27 years | 17 years | - |
| Gain YTD | -7.012 | 3.256 | -215% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 21.7B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.31 | -3.10 | 462% |
| Returns for 3 years | -16.06 | 9.43 | -170% |
| Returns for 5 years | -47.87 | -19.66 | 244% |
| Returns for 10 years | -36.17 | 49.38 | -73% |
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