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IBGIX vs JDMAX
IBGIX vs JDMAX Comparison
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IBGIX vs JDMAX Comparison Chart in %
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IBGIX 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 IBGIX is a StrongBuy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. IBGIX (222M). IBGIX pays higher dividends than JDMAX: IBGIX (0.58) vs JDMAX (0.00). IBGIX was incepted earlier than JDMAX: IBGIX (24 years) vs JDMAX (17 years). IBGIX (1.24) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 17.00 vs. IBGIX (13.00). IBGIX has a lower initial minimum investment than JDMAX: IBGIX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 6.32 vs. IBGIX (-50.00). JDMAX return over 5 years is better than : -13.24 vs. IBGIX (-61.62).
| IBGIX | JDMAX | IBGIX / JDMAX | |
| Total Expense Ratio | 1.00 | 1.14 | 88% |
| Annual Report Gross Expense Ratio | 1.24 | 1.14 | 109% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -35.134 | 6.429 | -547% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 21.7B | 1% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -50.00 | 6.32 | -791% |
| Returns for 3 years | -52.05 | 15.16 | -343% |
| Returns for 5 years | -61.62 | -13.24 | 465% |
| Returns for 10 years | -56.55 | 58.63 | -96% |
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