IAXIX
Price
$11.24
Change
+$0.28 (+2.55%)
Updated
Jul 30 closing price
Net Assets
873.09M
JDMAX
Price
$143.13
Change
+$0.40 (+0.28%)
Updated
Jul 30 closing price
Net Assets
22.4B
Interact to see
Advertisement

IAXIX vs JDMAX

IAXIX vs JDMAX Comparison Chart in %
View a ticker or compare two or three
VS
IAXIX vs. JDMAX commentary
Aug 01, 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 IAXIX is a StrongBuy and JDMAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. IAXIX (873M). IAXIX (0.00) and JDMAX (0.00) have matching dividends . IAXIX was incepted earlier than JDMAX: IAXIX (25 years) vs JDMAX (17 years). JDMAX (1.14) is less costly to investors than IAXIX (1.00). IAXIX is a more actively managed with annual turnover of: 56.00 vs. JDMAX (17.00). IAXIX has a lower initial minimum investment than JDMAX: IAXIX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 2.38 vs. IAXIX (-15.56). JDMAX return over 5 years is better than : -15.98 vs. IAXIX (-35.57).
IAXIXJDMAXIAXIX / JDMAX
Total Expense Ratio0.801.1470%
Annual Report Gross Expense Ratio1.001.1488%
Fund Existence25 years17 years-
Gain YTD-0.2737.617-4%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets873M22.4B4%
Annual Yield % from dividends0.000.00-
Returns for 1 year-15.562.38-653%
Returns for 3 years8.958.84101%
Returns for 5 years-35.57-15.98223%
Returns for 10 years-1.7555.02-3%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
EVTMX17.14N/A
N/A
Eaton Vance Dividend Builder A
GLNJX22.06N/A
N/A
MFS Global New Discovery R1
PDARX13.66N/A
N/A
Principal Diversified Real Asset R6
TSNIX66.88N/A
N/A
T. Rowe Price Science & Tech I
ALOCX20.11N/A
N/A
Alger Mid Cap Focus C