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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
Jul 14, 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 Buy and JDMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. IBSAX (213M). 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 : 3.73 vs. IBSAX (-62.83). JDMAX return over 5 years is better than : -13.07 vs. IBSAX (-74.28).
| 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 | -46.829 | 8.203 | -571% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 22.4B | 1% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | -62.83 | 3.73 | -1,683% |
| Returns for 3 years | -66.54 | 11.23 | -593% |
| Returns for 5 years | -74.28 | -13.07 | 568% |
| Returns for 10 years | -74.35 | 57.49 | -129% |
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