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JDMAX vs MXXIX
JDMAX vs MXXIX Comparison
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JDMAX vs MXXIX Comparison Chart in %
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JDMAX vs. MXXIX commentary
Jun 03, 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 MXXIX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. MXXIX (821M). JDMAX (0.00) and MXXIX (0.00) have matching dividends . JDMAX was incepted earlier than MXXIX: JDMAX (17 years) vs MXXIX (26 years). MXXIX (1.31) is less costly to investors than JDMAX (1.14). MXXIX is a more actively managed with annual turnover of: 106.00 vs. JDMAX (17.00). JDMAX (2500) and MXXIX (2500) have matching initial minimum investment requirements. MXXIX annual gain was more profitable for investors over the last year : 15.58 vs. JDMAX (6.32). MXXIX return over 5 years is better than : 31.40 vs. JDMAX (-13.24).
| JDMAX | MXXIX | JDMAX / MXXIX | |
| Total Expense Ratio | 1.14 | 1.31 | 87% |
| Annual Report Gross Expense Ratio | 1.14 | 1.31 | 87% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 6.429 | 14.232 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 821M | 2,643% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.32 | 15.58 | 41% |
| Returns for 3 years | 15.16 | 86.36 | 18% |
| Returns for 5 years | -13.24 | 31.40 | -42% |
| Returns for 10 years | 58.63 | 200.00 | 29% |
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