Interact to see
Advertisement
Advertisement
JDMRX vs MCGAX
JDMRX vs MCGAX Comparison
Open Charts JDMRX vs MCGAX
JDMRX vs MCGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDMRX vs. MCGAX 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 JDMRX is a StrongBuy and MCGAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 22.4B vs. MCGAX (139M). 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 : 2.75 vs. MCGAX (-15.13). JDMRX return over 5 years is better than : -17.03 vs. MCGAX (-35.22).
| 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 | 8.037 | 10.526 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 139M | 16,115% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.75 | -15.13 | -18% |
| Returns for 3 years | 8.39 | 11.62 | 72% |
| Returns for 5 years | -17.03 | -35.22 | 48% |
| Returns for 10 years | 46.97 | -21.58 | -218% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement