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HFMCX vs JDMAX
HFMCX vs JDMAX Comparison
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HFMCX vs JDMAX Comparison Chart in %
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HFMCX vs. JDMAX commentary
Jul 25, 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 Buy and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. HFMCX (3.34B). HFMCX (0.00) and JDMAX (0.00) have matching dividends . HFMCX was incepted earlier than JDMAX: HFMCX (29 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 : 1.10 vs. HFMCX (-21.28). JDMAX return over 5 years is better than : -15.46 vs. HFMCX (-43.81).
| HFMCX | JDMAX | HFMCX / JDMAX | |
| Total Expense Ratio | 1.13 | 1.14 | 99% |
| Annual Report Gross Expense Ratio | 1.13 | 1.14 | 99% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 4.063 | 6.857 | 59% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 22.4B | 15% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -21.28 | 1.10 | -1,930% |
| Returns for 3 years | -18.72 | 8.01 | -234% |
| Returns for 5 years | -43.81 | -15.46 | 283% |
| Returns for 10 years | -17.73 | 53.51 | -33% |
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