ATHAX
Price
$20.54
Change
-$0.03 (-0.15%)
Updated
Nov 18 closing price
Net Assets
5.81B
JDMAX
Price
$136.55
Change
-$0.14 (-0.10%)
Updated
Nov 18 closing price
Net Assets
23.38B
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ATHAX vs JDMAX

Header iconATHAX vs JDMAX Comparison
Open Charts ATHAX vs JDMAXBanner chart's image
American Century Heritage A
Price$20.54
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets5.81B
Janus Henderson Enterprise A
Price$136.55
Change-$0.14 (-0.10%)
VolumeN/A
Net Assets23.38B
ATHAX vs JDMAX Comparison Chart in %
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ATHAX vs. JDMAX commentary
Nov 20, 2025

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 ATHAX is a Hold and JDMAX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. ATHAX (5.81B). JDMAX pays higher dividends than ATHAX: JDMAX (0.75) vs ATHAX (0.00). ATHAX was incepted earlier than JDMAX: ATHAX (28 years) vs JDMAX (16 years). ATHAX (1.25) is less costly to investors than JDMAX (1.14). ATHAX is a more actively managed with annual turnover of: 66.00 vs. JDMAX (15.00). ATHAX (6%) and JDMAX (6%) have equivalent initial investment costs. ATHAX (2500) and JDMAX (2500) have matching initial minimum investment requirements. JDMAX annual gain was more profitable for investors over the last year : -4.68 vs. ATHAX (-11.64). JDMAX return over 5 years is better than : -11.02 vs. ATHAX (-14.33).
ATHAXJDMAXATHAX / JDMAX
Total Expense Ratio1.251.14110%
Annual Report Gross Expense Ratio1.251.14110%
Fund Existence28 years16 years-
Gain YTD5.1102.208231%
Front Load6%6%100%
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets5.81B23.4B25%
Annual Yield % from dividends0.000.75-
Returns for 1 year-11.64-4.68249%
Returns for 3 years28.567.88362%
Returns for 5 years-14.33-11.02130%
Returns for 10 years-11.1153.57-21%
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