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IBSAX vs JDMAX
IBSAX vs JDMAX Comparison
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IBSAX vs JDMAX Comparison Chart in %
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IBSAX vs. JDMAX commentary
Jun 04, 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 IBSAX is a StrongBuy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. IBSAX (222M). IBSAX pays higher dividends than JDMAX: IBSAX (0.06) vs JDMAX (0.00). IBSAX was incepted earlier than JDMAX: IBSAX (24 years) vs JDMAX (17 years). IBSAX (1.74) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 17.00 vs. IBSAX (13.00). IBSAX has a lower initial minimum investment than JDMAX: IBSAX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 6.32 vs. IBSAX (-61.69). JDMAX return over 5 years is better than : -13.24 vs. IBSAX (-73.16).
| IBSAX | JDMAX | IBSAX / JDMAX | |
| Total Expense Ratio | 1.50 | 1.14 | 132% |
| Annual Report Gross Expense Ratio | 1.74 | 1.14 | 153% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -46.239 | 6.429 | -719% |
| 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 | 0.06 | 0.00 | - |
| Returns for 1 year | -61.69 | 6.32 | -975% |
| Returns for 3 years | -64.66 | 15.16 | -426% |
| Returns for 5 years | -73.16 | -13.24 | 553% |
| Returns for 10 years | -73.30 | 58.63 | -125% |
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