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ATHWX vs JDMAX
ATHWX vs JDMAX Comparison
Open Charts ATHWX vs JDMAX
American Century Heritage R
Price$20.86
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets6.34B
Janus Henderson Enterprise A
Price$138.53
Change-$0.16 (-0.12%)
VolumeN/A
Net Assets23.41B
ATHWX vs JDMAX Comparison Chart in %
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ATHWX vs. JDMAX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. ATHWX (6.34B). 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. ATHWX annual gain was more profitable for investors over the last year : 2.61 vs. JDMAX (1.24). ATHWX return over 5 years is better than : -0.14 vs. JDMAX (-0.42).
| 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 | 8.759 | 3.690 | 237% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 23.4B | 27% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 2.61 | 1.24 | 211% |
| Returns for 3 years | 19.75 | 0.53 | 3,729% |
| Returns for 5 years | -0.14 | -0.42 | 34% |
| Returns for 10 years | -15.44 | 53.05 | -29% |
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