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JDJIX vs JDJRX
JDJIX vs JDJRX Comparison Chart
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JDJIX vs. JDJRX commentary
Jun 03, 2025
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 JDJIX is a Hold and JDJRX is a Hold.
FUNDAMENTALS
Fundamentals
JDJIX (1.35B) and JDJRX (1.35B) have equal amount of cash in the bank . JDJRX pays higher dividends than JDJIX: JDJRX (0.57) vs JDJIX (0.45). JDJIX was incepted earlier than JDJRX: JDJIX (6 years) vs JDJRX (6 years). JDJIX (1.37) is less costly to investors than JDJRX (1.25). JDJIX (0.00) and JDJRX (0.00) have comparable annual turnover. JDJIX has a lower initial minimum investment than JDJRX: JDJIX (250000) vs JDJRX (1000000). JDJRX (-12.27) and JDJIX (-12.69) have marching annual gain over last year. JDJRX return over 5 years is better than : 13.59 vs. JDJIX (12.62).
| JDJIX | JDJRX | JDJIX / JDJRX | |
| Total Expense Ratio | 1.36 | 1.24 | 110% |
| Annual Report Gross Expense Ratio | 1.37 | 1.25 | 110% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -5.752 | -5.310 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 1.35B | 100% |
| Annual Yield % from dividends | 0.45 | 0.57 | 79% |
| Returns for 1 year | -12.69 | -12.27 | 103% |
| Returns for 3 years | -8.64 | -8.08 | 107% |
| Returns for 5 years | 12.62 | 13.59 | 93% |
| Returns for 10 years | N/A | N/A | - |
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