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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
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 MXXIX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. MXXIX (890M). JDMAX (0.00) and MXXIX (0.00) have matching dividends . JDMAX was incepted earlier than MXXIX: JDMAX (17 years) vs MXXIX (27 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 : -1.31 vs. JDMAX (-3.40). MXXIX return over 5 years is better than : 13.21 vs. JDMAX (-19.68).
| 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 | 27 years | - |
| Gain YTD | 3.624 | 10.168 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 890M | 2,438% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.40 | -1.31 | 259% |
| Returns for 3 years | 9.78 | 75.38 | 13% |
| Returns for 5 years | -19.68 | 13.21 | -149% |
| Returns for 10 years | 51.30 | 186.23 | 28% |
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