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JDMAX vs MGOTX
JDMAX vs MGOTX Comparison
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JDMAX vs MGOTX Comparison Chart in %
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JDMAX vs. MGOTX commentary
Jun 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 MGOTX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. MGOTX (317M). 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 : 6.13 vs. MGOTX (3.14). JDMAX return over 5 years is better than : -13.73 vs. MGOTX (-81.70).
| 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 | 6.962 | 20.592 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 317M | 7,035% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.13 | 3.14 | 196% |
| Returns for 3 years | 14.89 | -2.06 | -722% |
| Returns for 5 years | -13.73 | -81.70 | 17% |
| Returns for 10 years | 65.00 | -96.89 | -67% |
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