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IAXIX vs JDMAX
IAXIX vs JDMAX Comparison
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IAXIX vs JDMAX Comparison Chart in %
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IAXIX vs. JDMAX commentary
Jun 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 IAXIX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. IAXIX (936M). IAXIX (0.00) and JDMAX (0.00) have matching dividends . IAXIX was incepted earlier than JDMAX: IAXIX (24 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 : 6.32 vs. IAXIX (-4.38). JDMAX return over 5 years is better than : -13.24 vs. IAXIX (-24.64).
| IAXIX | JDMAX | IAXIX / JDMAX | |
| Total Expense Ratio | 0.80 | 1.14 | 70% |
| Annual Report Gross Expense Ratio | 1.00 | 1.14 | 88% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 5.187 | 6.429 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 21.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.38 | 6.32 | -69% |
| Returns for 3 years | 23.11 | 15.16 | 152% |
| Returns for 5 years | -24.64 | -13.24 | 186% |
| Returns for 10 years | 7.82 | 58.63 | 13% |
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