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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
Sep 13, 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 Buy and MGRFX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. MGRFX (1.77B). 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 : -3.40 vs. MGRFX (-16.55). JDMAX return over 5 years is better than : -19.68 vs. MGRFX (-48.23).
| 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 | 3.624 | 1.859 | 195% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 1.77B | 1,226% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.40 | -16.55 | 21% |
| Returns for 3 years | 9.78 | -13.27 | -74% |
| Returns for 5 years | -19.68 | -48.23 | 41% |
| Returns for 10 years | 51.30 | -11.12 | -461% |
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