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JDJIX vs JDJRX
JDJIX vs JDJRX Comparison Chart in %
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JDJIX vs. JDJRX commentary
Jul 07, 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 (1.33B) and JDJRX (1.33B) 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 (-13.19) and JDJIX (-13.52) have marching annual gain over last year. JDJRX return over 5 years is better than : 14.41 vs. JDJIX (13.44).
| 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 | -4.646 | -4.204 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 1.33B | 100% |
| Annual Yield % from dividends | 0.45 | 0.57 | 79% |
| Returns for 1 year | -13.52 | -13.19 | 102% |
| Returns for 3 years | -6.86 | -6.30 | 109% |
| Returns for 5 years | 13.44 | 14.41 | 93% |
| Returns for 10 years | N/A | N/A | - |
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