Interact to see
Advertisement
Advertisement
JDMAX vs OTCIX
JDMAX vs OTCIX Comparison
Open Charts JDMAX vs OTCIX
JDMAX vs OTCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDMAX vs. OTCIX commentary
Jun 04, 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 OTCIX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. OTCIX (13.8B). JDMAX (0.00) and OTCIX (0.00) have matching dividends . JDMAX was incepted earlier than OTCIX: JDMAX (17 years) vs OTCIX (29 years). JDMAX (1.14) is less costly to investors than OTCIX (0.78). OTCIX is a more actively managed with annual turnover of: 54.00 vs. JDMAX (17.00). OTCIX has a lower initial minimum investment than JDMAX: OTCIX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 6.32 vs. OTCIX (-8.91). OTCIX return over 5 years is better than : -2.67 vs. JDMAX (-13.24).
| JDMAX | OTCIX | JDMAX / OTCIX | |
| Total Expense Ratio | 1.14 | 0.77 | 148% |
| Annual Report Gross Expense Ratio | 1.14 | 0.78 | 146% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 6.429 | 4.332 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 13.8B | 157% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.32 | -8.91 | -71% |
| Returns for 3 years | 15.16 | 12.90 | 118% |
| Returns for 5 years | -13.24 | -2.67 | 495% |
| Returns for 10 years | 58.63 | 95.18 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement