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ATHWX vs JDMAX
ATHWX vs JDMAX Comparison
Open Charts ATHWX vs JDMAX
American Century Heritage R
Price$21.17
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets6.16B
Janus Henderson Enterprise A
Price$141.77
Change+$1.04 (+0.74%)
VolumeN/A
Net Assets23.75B
ATHWX vs JDMAX Comparison Chart in %
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ATHWX vs. JDMAX commentary
Oct 06, 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 StrongBuy and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.7B vs. ATHWX (6.16B). JDMAX pays higher dividends than ATHWX: JDMAX (0.75) 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: 66.00 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 : 1.13 vs. ATHWX (-0.33). JDMAX return over 5 years is better than : 2.84 vs. ATHWX (-2.22).
| 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 | 10.375 | 6.115 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 23.7B | 26% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | -0.33 | 1.13 | -29% |
| Returns for 3 years | 35.79 | 15.04 | 238% |
| Returns for 5 years | -2.22 | 2.84 | -78% |
| Returns for 10 years | -6.53 | 67.17 | -10% |
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