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HFMRX vs JDMAX
HFMRX vs JDMAX Comparison
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HFMRX vs JDMAX Comparison Chart in %
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HFMRX vs. JDMAX commentary
Jul 02, 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 HFMRX is a Buy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. HFMRX (3.65B). HFMRX (0.00) and JDMAX (0.00) have matching dividends . HFMRX was incepted earlier than JDMAX: HFMRX (17 years) vs JDMAX (17 years). HFMRX (1.48) is less costly to investors than JDMAX (1.14). HFMRX is a more actively managed with annual turnover of: 81.00 vs. JDMAX (17.00). HFMRX has a lower initial minimum investment than JDMAX: HFMRX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 5.08 vs. HFMRX (-11.48). JDMAX return over 5 years is better than : -13.45 vs. HFMRX (-36.67).
| HFMRX | JDMAX | HFMRX / JDMAX | |
| Total Expense Ratio | 1.48 | 1.14 | 130% |
| Annual Report Gross Expense Ratio | 1.48 | 1.14 | 130% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 11.730 | 9.105 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 22.3B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.48 | 5.08 | -226% |
| Returns for 3 years | -6.72 | 13.29 | -51% |
| Returns for 5 years | -36.67 | -13.45 | 273% |
| Returns for 10 years | -0.78 | 63.44 | -1% |