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JDMAX vs OTCAX
JDMAX vs OTCAX Comparison
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JDMAX vs OTCAX Comparison Chart in %
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JDMAX vs. OTCAX commentary
Jul 14, 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 StrongBuy and OTCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. OTCAX (13.6B). JDMAX (0.00) and OTCAX (0.00) have matching dividends . JDMAX was incepted earlier than OTCAX: JDMAX (17 years) vs OTCAX (33 years). JDMAX (1.14) is less costly to investors than OTCAX (1.03). OTCAX is a more actively managed with annual turnover of: 54.00 vs. JDMAX (17.00). JDMAX (6%) and OTCAX (6%) have equivalent initial investment costs. OTCAX has a lower initial minimum investment than JDMAX: OTCAX (1000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 3.73 vs. OTCAX (-12.18). OTCAX return over 5 years is better than : -10.17 vs. JDMAX (-13.07).
| JDMAX | OTCAX | JDMAX / OTCAX | |
| Total Expense Ratio | 1.14 | 1.02 | 112% |
| Annual Report Gross Expense Ratio | 1.14 | 1.03 | 111% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 8.203 | 5.305 | 155% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 13.6B | 165% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.73 | -12.18 | -31% |
| Returns for 3 years | 11.23 | 4.97 | 226% |
| Returns for 5 years | -13.07 | -10.17 | 129% |
| Returns for 10 years | 57.49 | 81.82 | 70% |
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