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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. ATHAX (5.59B). 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 : 3.73 vs. ATHAX (-17.87). JDMAX return over 5 years is better than : -13.07 vs. ATHAX (-28.47).
| 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 | 7.446 | 8.203 | 91% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 22.4B | 25% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.87 | 3.73 | -479% |
| Returns for 3 years | -4.17 | 11.23 | -37% |
| Returns for 5 years | -28.47 | -13.07 | 218% |
| Returns for 10 years | -16.02 | 57.49 | -28% |
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