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ATHAX vs JDMRX
ATHAX vs JDMRX Comparison
Open Charts ATHAX vs JDMRX
ATHAX vs JDMRX Comparison Chart in %
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ATHAX vs. JDMRX commentary
Jun 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 StrongBuy and JDMRX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.7B vs. ATHAX (5.65B). ATHAX (0.00) and JDMRX (0.00) have matching dividends . ATHAX was incepted earlier than JDMRX: ATHAX (29 years) vs JDMRX (17 years). JDMRX (1.41) is less costly to investors than ATHAX (1.25). ATHAX is a more actively managed with annual turnover of: 62.00 vs. JDMRX (17.00). ATHAX (2500) and JDMRX (2500) have matching initial minimum investment requirements. JDMRX annual gain was more profitable for investors over the last year : 5.31 vs. ATHAX (-15.32). JDMRX return over 5 years is better than : -17.19 vs. ATHAX (-23.25).
| ATHAX | JDMRX | ATHAX / JDMRX | |
| Total Expense Ratio | 1.25 | 1.41 | 89% |
| Annual Report Gross Expense Ratio | 1.25 | 1.41 | 89% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 6.831 | 6.303 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.65B | 21.7B | 26% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.32 | 5.31 | -289% |
| Returns for 3 years | 0.70 | 12.22 | 6% |
| Returns for 5 years | -23.25 | -17.19 | 135% |
| Returns for 10 years | -13.80 | 48.01 | -29% |
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