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IBGIX vs JDMRX
IBGIX vs JDMRX Comparison
Open Charts IBGIX vs JDMRX
IBGIX vs JDMRX Comparison Chart in %
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IBGIX vs. JDMRX 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 JDMRX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.7B vs. IBGIX (222M). IBGIX pays higher dividends than JDMRX: IBGIX (0.58) vs JDMRX (0.00). IBGIX was incepted earlier than JDMRX: IBGIX (24 years) vs JDMRX (17 years). JDMRX (1.41) is less costly to investors than IBGIX (1.24). JDMRX is a more actively managed with annual turnover of: 17.00 vs. IBGIX (13.00). IBGIX has a lower initial minimum investment than JDMRX: IBGIX (0) vs JDMRX (2500). JDMRX annual gain was more profitable for investors over the last year : 5.31 vs. IBGIX (-50.00). JDMRX return over 5 years is better than : -17.19 vs. IBGIX (-61.62).
| IBGIX | JDMRX | IBGIX / JDMRX | |
| Total Expense Ratio | 1.00 | 1.41 | 71% |
| Annual Report Gross Expense Ratio | 1.24 | 1.41 | 88% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -35.134 | 6.303 | -557% |
| Front Load | N/A | N/A | - |
| 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 | 5.31 | -942% |
| Returns for 3 years | -52.05 | 12.22 | -426% |
| Returns for 5 years | -61.62 | -17.19 | 359% |
| Returns for 10 years | -56.55 | 48.01 | -118% |
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