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ATHWX vs JDMAX
ATHWX vs JDMAX Comparison
Open Charts ATHWX vs JDMAX
American Century Heritage R
Price$16.90
Change-$1.20 (-6.63%)
VolumeN/A
Net Assets5.6B
Janus Henderson Enterprise A
Price$123.54
Change-$6.52 (-5.01%)
VolumeN/A
Net Assets22.61B
ATHWX vs JDMAX Comparison Chart
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ATHWX vs. JDMAX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.6B vs. ATHWX (5.6B). 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 : -1.41 vs. ATHWX (-10.93). JDMAX (31.98) and ATHWX (31.83) have equivalent 5 years return.
| 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 | -5.631 | -2.650 | 213% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.6B | 22.6B | 25% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -10.93 | -1.41 | 777% |
| Returns for 3 years | -3.88 | -7.67 | 51% |
| Returns for 5 years | 31.83 | 31.98 | 100% |
| Returns for 10 years | -25.91 | 43.46 | -60% |
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