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IBCGX vs JDMAX
IBCGX vs JDMAX Comparison
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IBCGX vs JDMAX Comparison Chart in %
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IBCGX vs. JDMAX commentary
Jun 15, 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 IBCGX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. IBCGX (211M). IBCGX pays higher dividends than JDMAX: IBCGX (0.25) vs JDMAX (0.00). IBCGX was incepted earlier than JDMAX: IBCGX (17 years) vs JDMAX (17 years). IBCGX (1.64) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 17.00 vs. IBCGX (13.00). IBCGX has a lower initial minimum investment than JDMAX: IBCGX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 4.41 vs. IBCGX (-62.13). JDMAX return over 5 years is better than : -14.57 vs. IBCGX (-73.59).
| IBCGX | JDMAX | IBCGX / JDMAX | |
| Total Expense Ratio | 1.40 | 1.14 | 123% |
| Annual Report Gross Expense Ratio | 1.64 | 1.14 | 144% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | -46.742 | 6.481 | -721% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 22.3B | 1% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -62.13 | 4.41 | -1,409% |
| Returns for 3 years | -64.77 | 13.07 | -496% |
| Returns for 5 years | -73.59 | -14.57 | 505% |
| Returns for 10 years | -72.27 | 61.04 | -118% |
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