JDMRX
Price
$131.46
Change
-$0.73 (-0.55%)
Updated
Jul 13 closing price
Net Assets
22.4B
MXXIX
Price
$63.71
Change
-$0.97 (-1.50%)
Updated
Jul 13 closing price
Net Assets
907.96M
Interact to see
Advertisement

JDMRX vs MXXIX

JDMRX vs MXXIX Comparison Chart in %
View a ticker or compare two or three
VS
JDMRX vs. MXXIX 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 MXXIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 22.4B vs. MXXIX (908M). JDMRX (0.00) and MXXIX (0.00) have matching dividends . JDMRX was incepted earlier than MXXIX: JDMRX (17 years) vs MXXIX (26 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 : 9.35 vs. JDMRX (2.75). MXXIX return over 5 years is better than : 25.93 vs. JDMRX (-17.03).
JDMRXMXXIXJDMRX / MXXIX
Total Expense Ratio1.411.31108%
Annual Report Gross Expense Ratio1.411.31108%
Fund Existence17 years26 years-
Gain YTD8.03715.78951%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets22.4B908M2,467%
Annual Yield % from dividends0.000.00-
Returns for 1 year2.759.3529%
Returns for 3 years8.3977.6911%
Returns for 5 years-17.0325.93-66%
Returns for 10 years46.97200.9823%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SINAX43.65N/A
N/A
ClearBridge Large Cap Value A
CBLCX57.85N/A
N/A
Columbia Balanced C
KMKCX77.06N/A
N/A
Kinetics Market Opportunities Adv C
LICOX21.55N/A
N/A
Lord Abbett International Equity F3
LYFAX18.59N/A
N/A
AlphaCentric Life Sciences & Hlthcare A