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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
Jun 12, 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 Buy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. HFMSX (3.45B). 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 : 2.69 vs. HFMSX (-14.67). JDMAX return over 5 years is better than : -16.09 vs. HFMSX (-37.48).
| 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 | 4.255 | 4.586 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 22.3B | 15% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.67 | 2.69 | -546% |
| Returns for 3 years | -8.79 | 11.95 | -74% |
| Returns for 5 years | -37.48 | -16.09 | 233% |
| Returns for 10 years | 1.21 | 57.87 | 2% |
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