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JDMAX vs OTCBX
JDMAX vs OTCBX Comparison
Open Charts JDMAX vs OTCBX
JDMAX vs OTCBX Comparison Chart in %
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JDMAX vs. OTCBX 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 OTCBX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. OTCBX (13.3B). JDMAX (0.00) and OTCBX (0.00) have matching dividends . JDMAX was incepted earlier than OTCBX: JDMAX (17 years) vs OTCBX (33 years). OTCBX (1.78) is less costly to investors than JDMAX (1.14). OTCBX is a more actively managed with annual turnover of: 54.00 vs. JDMAX (17.00). OTCBX has a lower initial minimum investment than JDMAX: OTCBX (1000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 4.44 vs. OTCBX (-17.96). JDMAX return over 5 years is better than : -13.55 vs. OTCBX (-24.08).
| JDMAX | OTCBX | JDMAX / OTCBX | |
| Total Expense Ratio | 1.14 | 1.77 | 64% |
| Annual Report Gross Expense Ratio | 1.14 | 1.78 | 64% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 9.308 | 5.022 | 185% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 13.3B | 164% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.44 | -17.96 | -25% |
| Returns for 3 years | 16.98 | -0.74 | -2,299% |
| Returns for 5 years | -13.55 | -24.08 | 56% |
| Returns for 10 years | 56.06 | 45.55 | 123% |
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