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IBSSX vs JDMRX
IBSSX vs JDMRX Comparison
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IBSSX vs JDMRX Comparison Chart in %
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IBSSX 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 IBSSX is a StrongBuy and JDMRX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.7B vs. IBSSX (222M). IBSSX pays higher dividends than JDMRX: IBSSX (0.32) vs JDMRX (0.00). IBSSX was incepted earlier than JDMRX: IBSSX (24 years) vs JDMRX (17 years). IBSSX (1.49) is less costly to investors than JDMRX (1.41). JDMRX is a more actively managed with annual turnover of: 17.00 vs. IBSSX (13.00). IBSSX has a lower initial minimum investment than JDMRX: IBSSX (0) vs JDMRX (2500). JDMRX annual gain was more profitable for investors over the last year : 5.31 vs. IBSSX (-54.90). JDMRX return over 5 years is better than : -17.19 vs. IBSSX (-66.75).
| IBSSX | JDMRX | IBSSX / JDMRX | |
| Total Expense Ratio | 1.25 | 1.41 | 89% |
| Annual Report Gross Expense Ratio | 1.49 | 1.41 | 106% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -39.566 | 6.303 | -628% |
| 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 | 0.32 | 0.00 | - |
| Returns for 1 year | -54.90 | 5.31 | -1,034% |
| Returns for 3 years | -57.48 | 12.22 | -470% |
| Returns for 5 years | -66.75 | -17.19 | 388% |
| Returns for 10 years | -64.50 | 48.01 | -134% |
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