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IBSAX vs JDMRX
IBSAX vs JDMRX Comparison
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IBSAX vs JDMRX Comparison Chart in %
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IBSAX vs. JDMRX 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 JDMRX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.7B vs. IBSAX (222M). IBSAX pays higher dividends than JDMRX: IBSAX (0.06) vs JDMRX (0.00). IBSAX was incepted earlier than JDMRX: IBSAX (24 years) vs JDMRX (17 years). IBSAX (1.74) is less costly to investors than JDMRX (1.41). JDMRX is a more actively managed with annual turnover of: 17.00 vs. IBSAX (13.00). IBSAX has a lower initial minimum investment than JDMRX: IBSAX (0) vs JDMRX (2500). JDMRX annual gain was more profitable for investors over the last year : 5.31 vs. IBSAX (-61.69). JDMRX return over 5 years is better than : -17.19 vs. IBSAX (-73.16).
| IBSAX | JDMRX | IBSAX / JDMRX | |
| Total Expense Ratio | 1.50 | 1.41 | 106% |
| Annual Report Gross Expense Ratio | 1.74 | 1.41 | 123% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -46.239 | 6.303 | -734% |
| 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 | 0.06 | 0.00 | - |
| Returns for 1 year | -61.69 | 5.31 | -1,162% |
| Returns for 3 years | -64.66 | 12.22 | -529% |
| Returns for 5 years | -73.16 | -17.19 | 426% |
| Returns for 10 years | -73.30 | 48.01 | -153% |
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