JDMAX
Price
$141.55
Change
+$0.44 (+0.31%)
Updated
Jun 2 closing price
Net Assets
21.68B
WENRX
Price
$65.55
Change
+$0.21 (+0.32%)
Updated
Jun 2 closing price
Net Assets
636.4M
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JDMAX vs WENRX

Header iconJDMAX vs WENRX Comparison
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JDMAX vs WENRX Comparison Chart in %
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JDMAX vs. WENRX 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 WENRX is a Buy.

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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. WENRX (636M). JDMAX (0.00) and WENRX (0.00) have matching dividends . JDMAX was incepted earlier than WENRX: JDMAX (17 years) vs WENRX (12 years). JDMAX (1.14) is less costly to investors than WENRX (0.83). WENRX is a more actively managed with annual turnover of: 69.00 vs. JDMAX (17.00). WENRX has a lower initial minimum investment than JDMAX: WENRX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 6.32 vs. WENRX (5.71). JDMAX return over 5 years is better than : -13.24 vs. WENRX (-17.02).
JDMAXWENRXJDMAX / WENRX
Total Expense Ratio1.140.80142%
Annual Report Gross Expense Ratio1.140.83137%
Fund Existence17 years12 years-
Gain YTD6.4297.48586%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.7B636M3,412%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.325.71111%
Returns for 3 years15.1632.0547%
Returns for 5 years-13.24-17.0278%
Returns for 10 years58.6348.64121%
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