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ATHIX vs JDMAX
ATHIX vs JDMAX Comparison
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ATHIX vs JDMAX Comparison Chart in %
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ATHIX vs. JDMAX commentary
Jun 16, 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 ATHIX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.3B vs. ATHIX (5.46B). ATHIX (0.00) and JDMAX (0.00) have matching dividends . ATHIX was incepted earlier than JDMAX: ATHIX (29 years) vs JDMAX (17 years). JDMAX (1.14) is less costly to investors than ATHIX (0.80). ATHIX is a more actively managed with annual turnover of: 62.00 vs. JDMAX (17.00). JDMAX has a lower initial minimum investment than ATHIX: JDMAX (2500) vs ATHIX (5000000). JDMAX annual gain was more profitable for investors over the last year : 7.08 vs. ATHIX (-11.03). JDMAX return over 5 years is better than : -13.16 vs. ATHIX (-14.10).
| ATHIX | JDMAX | ATHIX / JDMAX | |
| Total Expense Ratio | 0.80 | 1.14 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.14 | 70% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 3.974 | 7.602 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 22.3B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.03 | 7.08 | -156% |
| Returns for 3 years | 9.48 | 13.18 | 72% |
| Returns for 5 years | -14.10 | -13.16 | 107% |
| Returns for 10 years | 15.81 | 63.49 | 25% |
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