Interact to see
Advertisement
Advertisement
ATHAX vs JDMAX
ATHAX vs JDMAX Comparison
Open Charts ATHAX vs JDMAX
American Century Heritage A
Price$21.87
Change+$0.19 (+0.88%)
VolumeN/A
Net Assets6.33B
Janus Henderson Enterprise A
Price$141.18
Change-$0.13 (-0.09%)
VolumeN/A
Net Assets23.41B
ATHAX vs JDMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHAX vs. JDMAX commentary
Aug 29, 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 Buy and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. ATHAX (6.33B). 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. ATHAX annual gain was more profitable for investors over the last year : 4.38 vs. JDMAX (1.66). ATHAX return over 5 years is better than : 0.65 vs. JDMAX (-0.15).
| ATHAX | JDMAX | ATHAX / JDMAX | |
| Total Expense Ratio | 1.25 | 1.14 | 110% |
| Annual Report Gross Expense Ratio | 1.25 | 1.14 | 110% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 10.782 | 5.674 | 190% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 23.4B | 27% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 4.38 | 1.66 | 264% |
| Returns for 3 years | 31.87 | 9.90 | 322% |
| Returns for 5 years | 0.65 | -0.15 | -431% |
| Returns for 10 years | -5.74 | 64.44 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers