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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
Jun 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 OTCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. OTCIX (13.9B). 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 : 6.13 vs. OTCIX (-9.06). OTCIX return over 5 years is better than : -5.93 vs. JDMAX (-13.73).
| 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 | 6.962 | 5.621 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 13.9B | 160% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.13 | -9.06 | -68% |
| Returns for 3 years | 14.89 | 13.42 | 111% |
| Returns for 5 years | -13.73 | -5.93 | 231% |
| Returns for 10 years | 65.00 | 104.29 | 62% |
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