ISMOX
Price
$3.97
Change
-$0.02 (-0.50%)
Updated
Jun 26 closing price
Net Assets
982.83M
JDMAX
Price
$144.18
Change
+$2.25 (+1.59%)
Updated
Jun 25 closing price
Net Assets
22.28B
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
Jun 28, 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 Hold and JDMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. ISMOX (983M). 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 : 5.26 vs. ISMOX (-7.21). JDMAX return over 5 years is better than : -13.80 vs. ISMOX (-78.79).
ISMOXJDMAXISMOX / JDMAX
Total Expense Ratio1.081.1495%
Annual Report Gross Expense Ratio1.321.14116%
Fund Existence25 years17 years-
Gain YTD8.4248.406100%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets983M22.3B4%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.215.26-137%
Returns for 3 years22.7714.76154%
Returns for 5 years-78.79-13.80571%
Returns for 10 years-67.6068.63-98%
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 %
FCVSX43.99N/A
N/A
Fidelity Convertible Securities
FAEGX23.21N/A
N/A
Fidelity Advisor Equity Growth M
STAFX39.12N/A
N/A
Allspring Large Cap Growth A
AOPAX41.28N/A
N/A
Virtus International S/C A
RPFCX73.64-0.04
-0.05%
Davis Balanced Fund A