Interact to see
Advertisement
Advertisement
JDMAX vs MGOTX
JDMAX vs MGOTX Comparison
Open Charts JDMAX vs MGOTX
JDMAX vs MGOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDMAX vs. MGOTX commentary
Aug 24, 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 MGOTX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. MGOTX (316M). JDMAX (0.00) and MGOTX (0.00) have matching dividends . JDMAX was incepted earlier than MGOTX: JDMAX (17 years) vs MGOTX (26 years). MGOTX (2.95) is less costly to investors than JDMAX (1.14). MGOTX is a more actively managed with annual turnover of: 89.00 vs. JDMAX (17.00). JDMAX (2500) and MGOTX (2500) have matching initial minimum investment requirements. JDMAX annual gain was more profitable for investors over the last year : 4.44 vs. MGOTX (-1.61). JDMAX return over 5 years is better than : -13.55 vs. MGOTX (-82.27).
| JDMAX | MGOTX | JDMAX / MGOTX | |
| Total Expense Ratio | 1.14 | 2.12 | 54% |
| Annual Report Gross Expense Ratio | 1.14 | 2.95 | 39% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 9.308 | 20.874 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 316M | 6,899% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.44 | -1.61 | -276% |
| Returns for 3 years | 16.98 | -3.16 | -537% |
| Returns for 5 years | -13.55 | -82.27 | 16% |
| Returns for 10 years | 56.06 | -97.09 | -58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers