Interact to see
Advertisement
Advertisement
JDMAX vs MCGAX
JDMAX vs MCGAX Comparison
Open Charts JDMAX vs MCGAX
JDMAX vs MCGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDMAX vs. MCGAX commentary
Aug 23, 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 MCGAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. MCGAX (138M). JDMAX (0.00) and MCGAX (0.00) have matching dividends . JDMAX was incepted earlier than MCGAX: JDMAX (17 years) vs MCGAX (13 years). MCGAX (1.24) is less costly to investors than JDMAX (1.14). MCGAX is a more actively managed with annual turnover of: 109.00 vs. JDMAX (17.00). JDMAX (6%) and MCGAX (6%) have equivalent initial investment costs. MCGAX has a lower initial minimum investment than JDMAX: MCGAX (1000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 4.44 vs. MCGAX (-14.47). JDMAX return over 5 years is better than : -13.55 vs. MCGAX (-36.34).
| JDMAX | MCGAX | JDMAX / MCGAX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 1.14 | 1.24 | 92% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 9.308 | 10.649 | 87% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 138M | 15,797% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.44 | -14.47 | -31% |
| Returns for 3 years | 16.98 | 15.01 | 113% |
| Returns for 5 years | -13.55 | -36.34 | 37% |
| Returns for 10 years | 56.06 | -23.23 | -241% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRSHX | 16.36 | 0.15 | +0.93% |
| MFS Blended Research Small Cap Eq C | |||
| GGQPX | 22.87 | 0.21 | +0.93% |
| Goldman Sachs Mid Cap Growth P | |||
| RIVKX | 22.44 | 0.17 | +0.76% |
| American Funds Intl Vntg R-4 | |||
| WFMDX | 51.86 | 0.21 | +0.41% |
| Allspring Special Mid Cap Value Admin | |||
| ENPSX | 56.30 | -0.16 | -0.28% |
| ProFunds UltraSector Energy Svc | |||