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JDMAX vs WGUSX
JDMAX vs WGUSX Comparison
Open Charts JDMAX vs WGUSX
JDMAX vs WGUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. WGUSX (16.8M). JDMAX (0.00) and WGUSX (0.00) have matching dividends . JDMAX was incepted earlier than WGUSX: JDMAX (17 years) vs WGUSX (4 years). WGUSX (1.15) and JDMAX (1.14) have similar cost to investors . WGUSX is a more actively managed with annual turnover of: 59.00 vs. JDMAX (17.00). JDMAX has a lower initial minimum investment than WGUSX: JDMAX (2500) vs WGUSX (100000). JDMAX annual gain was more profitable for investors over the last year : 3.73 vs. WGUSX (-11.02).
| JDMAX | WGUSX | JDMAX / WGUSX | |
| Total Expense Ratio | 1.14 | 0.86 | 133% |
| Annual Report Gross Expense Ratio | 1.14 | 1.15 | 99% |
| Fund Existence | 17 years | 4 years | - |
| Gain YTD | 8.203 | 0.226 | 3,634% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 16.8M | 133,333% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.73 | -11.02 | -34% |
| Returns for 3 years | 11.23 | 3.50 | 321% |
| Returns for 5 years | -13.07 | N/A | - |
| Returns for 10 years | 57.49 | N/A | - |
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