Interact to see
Advertisement
Advertisement
ATHWX vs JDMAX
ATHWX vs JDMAX Comparison
Open Charts ATHWX vs JDMAX
American Century Heritage R
Price$20.19
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets5.8B
Janus Henderson Enterprise A
Price$136.30
Change-$0.25 (-0.18%)
VolumeN/A
Net Assets23.38B
ATHWX vs JDMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHWX vs. JDMAX commentary
Nov 20, 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 Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. ATHWX (5.8B). 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 : -4.97 vs. ATHWX (-13.52). JDMAX return over 5 years is better than : -11.07 vs. ATHWX (-16.16).
| 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 | 4.692 | 2.021 | 232% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 23.4B | 25% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | -13.52 | -4.97 | 272% |
| Returns for 3 years | 26.93 | 7.68 | 350% |
| Returns for 5 years | -16.16 | -11.07 | 146% |
| Returns for 10 years | -13.78 | 53.29 | -26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement