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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
Jun 23, 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 Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. ATHAX (5.52B). 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 : 6.13 vs. ATHAX (-17.37). JDMAX return over 5 years is better than : -13.73 vs. ATHAX (-29.45).
| 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 | 5.108 | 6.962 | 73% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.52B | 22.3B | 25% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.37 | 6.13 | -283% |
| Returns for 3 years | -1.27 | 14.89 | -9% |
| Returns for 5 years | -29.45 | -13.73 | 215% |
| Returns for 10 years | -12.54 | 65.00 | -19% |
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