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HFMSX vs JDMAX
HFMSX vs JDMAX Comparison
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HFMSX vs JDMAX Comparison Chart in %
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HFMSX vs. JDMAX commentary
Aug 03, 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 Hold and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. HFMSX (3.21B). 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 : 2.57 vs. HFMSX (-18.74). JDMAX return over 5 years is better than : -15.98 vs. HFMSX (-38.66).
| 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 | 2.033 | 7.617 | 27% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 22.4B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.74 | 2.57 | -728% |
| Returns for 3 years | -14.75 | 8.81 | -168% |
| Returns for 5 years | -38.66 | -15.98 | 242% |
| Returns for 10 years | -2.89 | 56.86 | -5% |
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