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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
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. KAUAX (4.87B). 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 : 4.41 vs. KAUAX (0.34). JDMAX return over 5 years is better than : -14.57 vs. KAUAX (-19.51).
| 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 | 6.481 | 5.925 | 109% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1500 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 4.87B | 458% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.41 | 0.34 | 1,296% |
| Returns for 3 years | 13.07 | 18.47 | 71% |
| Returns for 5 years | -14.57 | -19.51 | 75% |
| Returns for 10 years | 61.04 | 15.69 | 389% |
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