Interact to see
Advertisement
Advertisement
HFMCX vs JDMAX
HFMCX vs JDMAX Comparison
Open Charts HFMCX vs JDMAX
HFMCX vs JDMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFMCX vs. JDMAX commentary
Jun 15, 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 HFMCX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. HFMCX (3.55B). HFMCX (0.00) and JDMAX (0.00) have matching dividends . HFMCX was incepted earlier than JDMAX: HFMCX (28 years) vs JDMAX (17 years). JDMAX (1.14) and HFMCX (1.13) have similar cost to investors . HFMCX is a more actively managed with annual turnover of: 81.00 vs. JDMAX (17.00). JDMAX (6%) and HFMCX (6%) have equivalent initial investment costs. HFMCX has a lower initial minimum investment than JDMAX: HFMCX (2000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 4.41 vs. HFMCX (-16.75). JDMAX return over 5 years is better than : -14.57 vs. HFMCX (-42.34).
| HFMCX | JDMAX | HFMCX / JDMAX | |
| Total Expense Ratio | 1.13 | 1.14 | 99% |
| Annual Report Gross Expense Ratio | 1.13 | 1.14 | 99% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 7.517 | 6.481 | 116% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 22.3B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.75 | 4.41 | -380% |
| Returns for 3 years | -13.34 | 13.07 | -102% |
| Returns for 5 years | -42.34 | -14.57 | 291% |
| Returns for 10 years | -11.20 | 61.04 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement