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ATHIX vs JDMRX
ATHIX vs JDMRX Comparison
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ATHIX vs JDMRX Comparison Chart in %
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ATHIX vs. JDMRX commentary
Aug 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 ATHIX is a Buy and JDMRX is a Buy.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 22.4B vs. ATHIX (5.31B). 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 : 1.60 vs. ATHIX (-16.67). JDMRX return over 5 years is better than : -19.81 vs. ATHIX (-21.27).
| 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 | 2.960 | 7.438 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 22.4B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.67 | 1.60 | -1,041% |
| Returns for 3 years | 4.53 | 6.03 | 75% |
| Returns for 5 years | -21.27 | -19.81 | 107% |
| Returns for 10 years | 9.91 | 46.36 | 21% |
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