Interact to see
Advertisement
Advertisement
HFMSX vs JDMAX
HFMSX vs JDMAX Comparison
Open Charts HFMSX vs JDMAX
HFMSX vs JDMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFMSX vs. JDMAX commentary
Aug 23, 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 HFMSX is a StrongBuy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. HFMSX (3.26B). HFMSX (0.00) and JDMAX (0.00) have matching dividends . HFMSX was incepted earlier than JDMAX: HFMSX (17 years) vs JDMAX (17 years). HFMSX (1.17) and JDMAX (1.14) have similar cost to investors . HFMSX is a more actively managed with annual turnover of: 81.00 vs. JDMAX (17.00). HFMSX has a lower initial minimum investment than JDMAX: HFMSX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 4.44 vs. HFMSX (-15.20). JDMAX return over 5 years is better than : -13.55 vs. HFMSX (-35.15).
| HFMSX | JDMAX | HFMSX / JDMAX | |
| Total Expense Ratio | 1.17 | 1.14 | 103% |
| Annual Report Gross Expense Ratio | 1.17 | 1.14 | 103% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 5.196 | 9.308 | 56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 21.8B | 15% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.20 | 4.44 | -342% |
| Returns for 3 years | -5.77 | 16.98 | -34% |
| Returns for 5 years | -35.15 | -13.55 | 259% |
| Returns for 10 years | -2.02 | 56.06 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRSHX | 16.36 | 0.15 | +0.93% |
| MFS Blended Research Small Cap Eq C | |||
| GGQPX | 22.87 | 0.21 | +0.93% |
| Goldman Sachs Mid Cap Growth P | |||
| RIVKX | 22.44 | 0.17 | +0.76% |
| American Funds Intl Vntg R-4 | |||
| WFMDX | 51.86 | 0.21 | +0.41% |
| Allspring Special Mid Cap Value Admin | |||
| ENPSX | 56.30 | -0.16 | -0.28% |
| ProFunds UltraSector Energy Svc | |||