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ATHWX vs JDMAX
ATHWX vs JDMAX Comparison
Open Charts ATHWX vs JDMAX
American Century Heritage R
Price$17.76
Change+$0.49 (+2.84%)
VolumeN/A
Net Assets5.34B
Janus Henderson Enterprise A
Price$125.50
Change+$2.37 (+1.92%)
VolumeN/A
Net Assets21.28B
ATHWX vs JDMAX Comparison Chart
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ATHWX vs. JDMAX commentary
Apr 25, 2025
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 ATHWX is a Buy and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.3B vs. ATHWX (5.34B). JDMAX pays higher dividends than ATHWX: JDMAX (0.82) vs ATHWX (0.00). ATHWX was incepted earlier than JDMAX: ATHWX (18 years) vs JDMAX (16 years). ATHWX (1.50) is less costly to investors than JDMAX (1.14). ATHWX is a more actively managed with annual turnover of: 51.00 vs. JDMAX (15.00). ATHWX (2500) and JDMAX (2500) have matching initial minimum investment requirements. JDMAX annual gain was more profitable for investors over the last year : -3.90 vs. ATHWX (-12.07). JDMAX return over 5 years is better than : 8.12 vs. ATHWX (5.37).
| ATHWX | JDMAX | ATHWX / JDMAX | |
| Total Expense Ratio | 1.50 | 1.14 | 132% |
| Annual Report Gross Expense Ratio | 1.50 | 1.14 | 132% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | -9.958 | -7.837 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 21.3B | 25% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -12.07 | -3.90 | 310% |
| Returns for 3 years | 0.94 | -8.32 | -11% |
| Returns for 5 years | 5.37 | 8.12 | 66% |
| Returns for 10 years | -29.57 | 35.58 | -83% |
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