JDMAX
Price
$145.38
Change
-$1.24 (-0.85%)
Updated
Aug 20 closing price
Net Assets
21.85B
OTCGX
Price
$18.69
Change
+$0.21 (+1.14%)
Updated
Aug 21 closing price
Net Assets
13.32B
Interact to see
Advertisement

JDMAX vs OTCGX

JDMAX vs OTCGX Comparison Chart in %
View a ticker or compare two or three
VS
JDMAX vs. OTCGX commentary
Aug 24, 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 OTCGX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. OTCGX (13.3B). JDMAX (0.00) and OTCGX (0.00) have matching dividends . JDMAX was incepted earlier than OTCGX: JDMAX (17 years) vs OTCGX (21 years). OTCGX (1.78) is less costly to investors than JDMAX (1.14). OTCGX is a more actively managed with annual turnover of: 54.00 vs. JDMAX (17.00). OTCGX has a lower initial minimum investment than JDMAX: OTCGX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 4.44 vs. OTCGX (-18.03). JDMAX return over 5 years is better than : -13.55 vs. OTCGX (-24.21).
JDMAXOTCGXJDMAX / OTCGX
Total Expense Ratio1.141.7764%
Annual Report Gross Expense Ratio1.141.7864%
Fund Existence17 years21 years-
Gain YTD9.3085.059184%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.8B13.3B164%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.44-18.03-25%
Returns for 3 years16.98-0.85-2,000%
Returns for 5 years-13.55-24.2156%
Returns for 10 years56.0645.11124%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PBSIX20.130.22
+1.10%
Polen 5Perspectives Small Growth Instl
BRSUX17.580.16
+0.92%
MFS Blended Research Small Cap Eq R4
NCTWX31.960.26
+0.82%
Nicholas II I
RIVLX22.350.17
+0.77%
American Funds Intl Vntg R-5
WFMIX52.470.21
+0.40%
Allspring Special Mid Cap Value Inst