ISMOX
Price
$3.25
Change
+$0.01 (+0.31%)
Updated
Aug 25 closing price
Net Assets
932.17M
JDMAX
Price
$145.33
Change
+$0.16 (+0.11%)
Updated
Aug 25 closing price
Net Assets
21.85B
Interact to see
Advertisement

ISMOX vs JDMAX

ISMOX vs JDMAX Comparison Chart in %
View a ticker or compare two or three
VS
ISMOX vs. JDMAX commentary
Aug 27, 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 ISMOX is a Buy and JDMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. ISMOX (932M). ISMOX (0.00) and JDMAX (0.00) have matching dividends . ISMOX was incepted earlier than JDMAX: ISMOX (25 years) vs JDMAX (17 years). ISMOX (1.32) is less costly to investors than JDMAX (1.14). ISMOX is a more actively managed with annual turnover of: 79.00 vs. JDMAX (17.00). ISMOX has a lower initial minimum investment than JDMAX: ISMOX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 3.18 vs. ISMOX (-25.86). JDMAX return over 5 years is better than : -14.91 vs. ISMOX (-80.68).
ISMOXJDMAXISMOX / JDMAX
Total Expense Ratio1.081.1495%
Annual Report Gross Expense Ratio1.321.14116%
Fund Existence25 years17 years-
Gain YTD-11.9579.271-129%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets932M21.8B4%
Annual Yield % from dividends0.000.00-
Returns for 1 year-25.863.18-813%
Returns for 3 years0.0016.51-
Returns for 5 years-80.68-14.91541%
Returns for 10 years-72.2556.63-128%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WFMIX52.41N/A
N/A
Allspring Special Mid Cap Value Inst
GSSCX10.88N/A
N/A
Goldman Sachs Small Cap Value C
PDRDX14.08N/A
N/A
Principal Diversified Real Asset Instl
RGOIX24.72N/A
N/A
RBC Global Opportunities I
RMORX27.85N/A
N/A
Victory RS Mid Cap Growth R6