Interact to see
Advertisement
Advertisement
JDMAX vs OTCHX
JDMAX vs OTCHX Comparison
Open Charts JDMAX vs OTCHX
JDMAX vs OTCHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDMAX vs. OTCHX 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 OTCHX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.8B vs. OTCHX (13.3B). JDMAX (0.00) and OTCHX (0.00) have matching dividends . JDMAX was incepted earlier than OTCHX: JDMAX (17 years) vs OTCHX (21 years). JDMAX (1.14) is less costly to investors than OTCHX (1.03). OTCHX is a more actively managed with annual turnover of: 54.00 vs. JDMAX (17.00). OTCHX has a lower initial minimum investment than JDMAX: OTCHX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 4.44 vs. OTCHX (-12.60). JDMAX (-13.55) and OTCHX (-14.07) have equivalent 5 years return.
| JDMAX | OTCHX | JDMAX / OTCHX | |
| Total Expense Ratio | 1.14 | 1.02 | 112% |
| Annual Report Gross Expense Ratio | 1.14 | 1.03 | 111% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 9.308 | 5.591 | 166% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| 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 | -12.60 | -35% |
| Returns for 3 years | 16.98 | 9.66 | 176% |
| Returns for 5 years | -13.55 | -14.07 | 96% |
| Returns for 10 years | 56.06 | 77.57 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TEGAX | 43.46 | 0.42 | +0.98% |
| Touchstone Mid Cap Growth A | |||
| LICRX | 20.62 | 0.19 | +0.93% |
| Lord Abbett International Equity R3 | |||
| HWGIX | 16.64 | 0.15 | +0.91% |
| Hotchkis & Wiley Global Value I | |||
| NWXRX | 16.25 | 0.14 | +0.87% |
| Nationwide Small Cap Index Instl Svc | |||
| LSITX | 77.21 | 0.43 | +0.56% |
| ClearBridge Large Cap Growth IS | |||