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JDMAX vs WENRX
JDMAX vs WENRX Comparison
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JDMAX vs WENRX Comparison Chart in %
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JDMAX vs. WENRX commentary
Jul 27, 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 WENRX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. WENRX (613M). 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 : 1.10 vs. WENRX (-2.33). JDMAX return over 5 years is better than : -15.46 vs. WENRX (-29.30).
| JDMAX | WENRX | JDMAX / WENRX | |
| Total Expense Ratio | 1.14 | 0.80 | 142% |
| Annual Report Gross Expense Ratio | 1.14 | 0.83 | 137% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 6.857 | 5.001 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 613M | 3,654% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.10 | -2.33 | -47% |
| Returns for 3 years | 8.01 | 21.84 | 37% |
| Returns for 5 years | -15.46 | -29.30 | 53% |
| Returns for 10 years | 53.51 | 38.70 | 138% |
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