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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
Jul 14, 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 Buy and JDMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. HBMCX (719M). 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 : 3.73 vs. HBMCX (-15.37). JDMAX return over 5 years is better than : -13.07 vs. HBMCX (-48.49).
| 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 | 7.765 | 8.203 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 22.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.37 | 3.73 | -412% |
| Returns for 3 years | -14.49 | 11.23 | -129% |
| Returns for 5 years | -48.49 | -13.07 | 371% |
| Returns for 10 years | -34.22 | 57.49 | -60% |
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