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JDMAX vs MGRFX
JDMAX vs MGRFX Comparison
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JDMAX vs MGRFX Comparison Chart in %
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JDMAX vs. MGRFX 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 MGRFX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. MGRFX (1.96B). JDMAX (0.00) and MGRFX (0.00) have matching dividends . JDMAX was incepted earlier than MGRFX: JDMAX (17 years) vs MGRFX (26 years). JDMAX (1.14) is less costly to investors than MGRFX (0.78). MGRFX is a more actively managed with annual turnover of: 38.00 vs. JDMAX (17.00). MGRFX has a lower initial minimum investment than JDMAX: MGRFX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 4.44 vs. MGRFX (-8.90). JDMAX return over 5 years is better than : -13.55 vs. MGRFX (-43.78).
| JDMAX | MGRFX | JDMAX / MGRFX | |
| Total Expense Ratio | 1.14 | 0.76 | 150% |
| Annual Report Gross Expense Ratio | 1.14 | 0.78 | 146% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 9.308 | 7.807 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 1.96B | 1,111% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.44 | -8.90 | -50% |
| Returns for 3 years | 16.98 | -7.38 | -230% |
| Returns for 5 years | -13.55 | -43.78 | 31% |
| Returns for 10 years | 56.06 | -8.82 | -636% |
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