Interact to see
Advertisement
Advertisement
JDMAX vs WFDRX
JDMAX vs WFDRX Comparison
Open Charts JDMAX vs WFDRX
JDMAX vs WFDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDMAX vs. WFDRX commentary
Jul 14, 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 StrongBuy and WFDRX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. WFDRX (790M). JDMAX (0.00) and WFDRX (0.00) have matching dividends . JDMAX was incepted earlier than WFDRX: JDMAX (17 years) vs WFDRX (13 years). JDMAX (1.14) is less costly to investors than WFDRX (0.84). WFDRX is a more actively managed with annual turnover of: 74.00 vs. JDMAX (17.00). WFDRX has a lower initial minimum investment than JDMAX: WFDRX (0) vs JDMAX (2500). WFDRX annual gain was more profitable for investors over the last year : 5.47 vs. JDMAX (3.73). JDMAX return over 5 years is better than : -13.07 vs. WFDRX (-36.44).
| JDMAX | WFDRX | JDMAX / WFDRX | |
| Total Expense Ratio | 1.14 | 0.79 | 144% |
| Annual Report Gross Expense Ratio | 1.14 | 0.84 | 136% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 8.203 | 15.469 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 790M | 2,835% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.73 | 5.47 | 68% |
| Returns for 3 years | 11.23 | 18.84 | 60% |
| Returns for 5 years | -13.07 | -36.44 | 36% |
| Returns for 10 years | 57.49 | 7.45 | 771% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement