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ATHAX vs JDMAX
ATHAX vs JDMAX Comparison
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ATHAX vs JDMAX Comparison Chart in %
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ATHAX vs. JDMAX commentary
Aug 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 ATHAX is a Buy and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. ATHAX (5.31B). ATHAX (0.00) and JDMAX (0.00) have matching dividends . ATHAX was incepted earlier than JDMAX: ATHAX (29 years) vs JDMAX (17 years). ATHAX (1.25) is less costly to investors than JDMAX (1.14). ATHAX is a more actively managed with annual turnover of: 62.00 vs. JDMAX (17.00). 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 : 2.57 vs. ATHAX (-23.23). JDMAX return over 5 years is better than : -15.98 vs. ATHAX (-34.16).
| ATHAX | JDMAX | ATHAX / JDMAX | |
| Total Expense Ratio | 1.25 | 1.14 | 110% |
| Annual Report Gross Expense Ratio | 1.25 | 1.14 | 110% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 2.708 | 7.617 | 36% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 22.4B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.23 | 2.57 | -903% |
| Returns for 3 years | -8.90 | 8.81 | -101% |
| Returns for 5 years | -34.16 | -15.98 | 214% |
| Returns for 10 years | -19.41 | 56.86 | -34% |
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