Interact to see
Advertisement
Advertisement
JDMRX vs MXXIX
JDMRX vs MXXIX Comparison
Open Charts JDMRX vs MXXIX
JDMRX vs MXXIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDMRX vs. MXXIX 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 MXXIX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.7B vs. MXXIX (890M). JDMRX (0.00) and MXXIX (0.00) have matching dividends . JDMRX was incepted earlier than MXXIX: JDMRX (17 years) vs MXXIX (27 years). JDMRX (1.41) is less costly to investors than MXXIX (1.31). MXXIX is a more actively managed with annual turnover of: 106.00 vs. JDMRX (17.00). JDMRX (2500) and MXXIX (2500) have matching initial minimum investment requirements. MXXIX annual gain was more profitable for investors over the last year : -1.31 vs. JDMRX (-4.32). MXXIX return over 5 years is better than : 13.21 vs. JDMRX (-23.34).
| JDMRX | MXXIX | JDMRX / MXXIX | |
| Total Expense Ratio | 1.41 | 1.31 | 108% |
| Annual Report Gross Expense Ratio | 1.41 | 1.31 | 108% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 3.419 | 10.168 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 890M | 2,438% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.32 | -1.31 | 328% |
| Returns for 3 years | 6.98 | 75.38 | 9% |
| Returns for 5 years | -23.34 | 13.21 | -177% |
| Returns for 10 years | 41.19 | 186.23 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement