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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
Sep 12, 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 JDMRX is a Buy.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.7B vs. ATHIX (5.15B). 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 : -4.32 vs. ATHIX (-18.53). ATHIX return over 5 years is better than : -21.92 vs. JDMRX (-23.34).
| 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 | 2.149 | 3.419 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 21.7B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.53 | -4.32 | 429% |
| Returns for 3 years | 8.30 | 6.98 | 119% |
| Returns for 5 years | -21.92 | -23.34 | 94% |
| Returns for 10 years | 10.29 | 41.19 | 25% |
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