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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
Aug 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 HBMCX is a StrongBuy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. HBMCX (691M). 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 : 4.44 vs. HBMCX (-24.39). JDMAX return over 5 years is better than : -13.55 vs. HBMCX (-53.12).
| 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 | -3.153 | 9.308 | -34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 21.8B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -24.39 | 4.44 | -549% |
| Returns for 3 years | -18.85 | 16.98 | -111% |
| Returns for 5 years | -53.12 | -13.55 | 392% |
| Returns for 10 years | -41.45 | 56.06 | -74% |
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