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JDMAX vs KAUAX
JDMAX vs KAUAX Comparison
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JDMAX vs KAUAX Comparison Chart in %
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JDMAX vs. KAUAX commentary
Sep 07, 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 JDMAX is a Hold and KAUAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. KAUAX (5B). JDMAX (0.00) and KAUAX (0.00) have matching dividends . JDMAX was incepted earlier than KAUAX: JDMAX (17 years) vs KAUAX (25 years). KAUAX (1.96) is less costly to investors than JDMAX (1.14). KAUAX is a more actively managed with annual turnover of: 28.00 vs. JDMAX (17.00). JDMAX (6%) and KAUAX (6%) have equivalent initial investment costs. KAUAX has a lower initial minimum investment than JDMAX: KAUAX (1500) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 1.62 vs. KAUAX (0.32). JDMAX return over 5 years is better than : -17.35 vs. KAUAX (-22.60).
| JDMAX | KAUAX | JDMAX / KAUAX | |
| Total Expense Ratio | 1.14 | 1.96 | 58% |
| Annual Report Gross Expense Ratio | 1.14 | 1.96 | 58% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 7.917 | 11.311 | 70% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1500 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 5B | 434% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.62 | 0.32 | 501% |
| Returns for 3 years | 13.28 | 23.26 | 57% |
| Returns for 5 years | -17.35 | -22.60 | 77% |
| Returns for 10 years | 52.91 | 13.14 | 403% |
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