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JDMAX vs WFDAX
JDMAX vs WFDAX Comparison
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JDMAX vs WFDAX Comparison Chart in %
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JDMAX vs. WFDAX commentary
Sep 10, 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 WFDAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.7B vs. WFDAX (730M). JDMAX (0.00) and WFDAX (0.00) have matching dividends . JDMAX was incepted earlier than WFDAX: JDMAX (17 years) vs WFDAX (19 years). WFDAX (1.25) is less costly to investors than JDMAX (1.14). WFDAX is a more actively managed with annual turnover of: 74.00 vs. JDMAX (17.00). JDMAX (6%) and WFDAX (6%) have equivalent initial investment costs. WFDAX has a lower initial minimum investment than JDMAX: WFDAX (1000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : -1.46 vs. WFDAX (-11.16). JDMAX return over 5 years is better than : -18.74 vs. WFDAX (-51.64).
| JDMAX | WFDAX | JDMAX / WFDAX | |
| Total Expense Ratio | 1.14 | 1.20 | 95% |
| Annual Report Gross Expense Ratio | 1.14 | 1.25 | 91% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 4.842 | 7.706 | 63% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 730M | 2,973% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.46 | -11.16 | 13% |
| Returns for 3 years | 11.30 | 10.12 | 112% |
| Returns for 5 years | -18.74 | -51.64 | 36% |
| Returns for 10 years | 52.63 | -15.78 | -333% |
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