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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
Aug 02, 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 Buy and OTCIX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. OTCIX (13B). 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 : 2.57 vs. OTCIX (-14.83). OTCIX return over 5 years is better than : -13.48 vs. JDMAX (-15.98).
| 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 | 7.617 | 2.220 | 343% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 13B | 172% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.57 | -14.83 | -17% |
| Returns for 3 years | 8.81 | 4.73 | 186% |
| Returns for 5 years | -15.98 | -13.48 | 119% |
| Returns for 10 years | 56.86 | 86.24 | 66% |
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