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JDMAX vs OTCIX
JDMAX vs OTCIX Comparison
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JDMAX vs OTCIX Comparison Chart in %
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JDMAX vs. OTCIX commentary
Sep 16, 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 Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. OTCIX (12.5B). JDMAX (0.00) and OTCIX (0.00) have matching dividends . JDMAX was incepted earlier than OTCIX: JDMAX (17 years) vs OTCIX (30 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 : -1.43 vs. OTCIX (-18.69). OTCIX return over 5 years is better than : -17.78 vs. JDMAX (-19.52).
| 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 | 30 years | - |
| Gain YTD | 4.128 | 0.179 | 2,306% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 12.5B | 174% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.43 | -18.69 | 8% |
| Returns for 3 years | 10.09 | 6.51 | 155% |
| Returns for 5 years | -19.52 | -17.78 | 110% |
| Returns for 10 years | 51.26 | 83.96 | 61% |
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