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JDMRX vs MCGAX
JDMRX vs MCGAX Comparison
Open Charts JDMRX vs MCGAX
JDMRX vs MCGAX Comparison Chart in %
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JDMRX vs. MCGAX commentary
Sep 13, 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 JDMRX is a Buy and MCGAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.7B vs. MCGAX (131M). JDMRX (0.00) and MCGAX (0.00) have matching dividends . JDMRX was incepted earlier than MCGAX: JDMRX (17 years) vs MCGAX (13 years). JDMRX (1.41) is less costly to investors than MCGAX (1.24). MCGAX is a more actively managed with annual turnover of: 109.00 vs. JDMRX (17.00). MCGAX has a lower initial minimum investment than JDMRX: MCGAX (1000) vs JDMRX (2500). JDMRX annual gain was more profitable for investors over the last year : -4.32 vs. MCGAX (-21.81). JDMRX return over 5 years is better than : -23.34 vs. MCGAX (-42.60).
| JDMRX | MCGAX | JDMRX / MCGAX | |
| Total Expense Ratio | 1.41 | 1.24 | 114% |
| Annual Report Gross Expense Ratio | 1.41 | 1.24 | 114% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 3.419 | 4.406 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 131M | 16,565% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.32 | -21.81 | 20% |
| Returns for 3 years | 6.98 | 7.30 | 96% |
| Returns for 5 years | -23.34 | -42.60 | 55% |
| Returns for 10 years | 41.19 | -24.81 | -166% |
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