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ATHIX vs JDMRX
ATHIX vs JDMRX Comparison
Open Charts ATHIX vs JDMRX
ATHIX vs JDMRX Comparison Chart in %
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ATHIX vs. JDMRX 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 ATHIX is a Buy and JDMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 22.4B vs. ATHIX (5.59B). ATHIX (0.00) and JDMRX (0.00) have matching dividends . ATHIX was incepted earlier than JDMRX: ATHIX (29 years) vs JDMRX (17 years). JDMRX (1.41) is less costly to investors than ATHIX (0.80). ATHIX is a more actively managed with annual turnover of: 62.00 vs. JDMRX (17.00). JDMRX has a lower initial minimum investment than ATHIX: JDMRX (2500) vs ATHIX (5000000). JDMRX annual gain was more profitable for investors over the last year : 2.75 vs. ATHIX (-10.81). ATHIX return over 5 years is better than : -14.46 vs. JDMRX (-17.03).
| ATHIX | JDMRX | ATHIX / JDMRX | |
| Total Expense Ratio | 0.80 | 1.41 | 57% |
| Annual Report Gross Expense Ratio | 0.80 | 1.41 | 57% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 7.705 | 8.037 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| 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 | -10.81 | 2.75 | -393% |
| Returns for 3 years | 10.02 | 8.39 | 119% |
| Returns for 5 years | -14.46 | -17.03 | 85% |
| Returns for 10 years | 14.53 | 46.97 | 31% |
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