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JDMRX vs MXXIX
JDMRX vs MXXIX Comparison
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JDMRX vs MXXIX Comparison Chart in %
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JDMRX vs. MXXIX commentary
Jun 03, 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 Hold and MXXIX is a Buy.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.7B vs. MXXIX (821M). 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 : 15.58 vs. JDMRX (5.31). MXXIX return over 5 years is better than : 31.40 vs. JDMRX (-17.19).
| 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 | 26 years | - |
| Gain YTD | 6.303 | 14.232 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 821M | 2,643% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.31 | 15.58 | 34% |
| Returns for 3 years | 12.22 | 86.36 | 14% |
| Returns for 5 years | -17.19 | 31.40 | -55% |
| Returns for 10 years | 48.01 | 200.00 | 24% |
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