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ATHAX vs JDMAX
ATHAX vs JDMAX Comparison
Open Charts ATHAX vs JDMAX
American Century Heritage A
Price$17.61
Change+$1.72 (+10.82%)
VolumeN/A
Net Assets4.81B
Janus Henderson Enterprise A
Price$123.41
Change+$9.69 (+8.52%)
VolumeN/A
Net Assets21.28B
ATHAX vs JDMAX Comparison Chart
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ATHAX vs. JDMAX commentary
Apr 11, 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: 21.3B vs. ATHAX (4.81B). JDMAX pays higher dividends than ATHAX: JDMAX (0.82) 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: 51.00 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 : -14.39 vs. ATHAX (-23.64). JDMAX return over 5 years is better than : 0.46 vs. ATHAX (-0.56).
| 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 | -18.804 | -14.880 | 126% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 21.3B | 23% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -23.64 | -14.39 | 164% |
| Returns for 3 years | -12.45 | -17.34 | 72% |
| Returns for 5 years | -0.56 | 0.46 | -124% |
| Returns for 10 years | -35.12 | 24.67 | -142% |
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