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ATHWX vs JDMAX
ATHWX vs JDMAX Comparison
Open Charts ATHWX vs JDMAX
ATHWX vs JDMAX Comparison Chart in %
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ATHWX vs. JDMAX commentary
Aug 23, 2026
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: 21.8B vs. ATHWX (5.46B). ATHWX (0.00) and JDMAX (0.00) have matching dividends . ATHWX was incepted earlier than JDMAX: ATHWX (19 years) vs JDMAX (17 years). ATHWX (1.50) is less costly to investors than JDMAX (1.14). ATHWX is a more actively managed with annual turnover of: 62.00 vs. JDMAX (17.00). ATHWX (2500) and JDMAX (2500) have matching initial minimum investment requirements. JDMAX annual gain was more profitable for investors over the last year : 4.44 vs. ATHWX (-19.03). JDMAX return over 5 years is better than : -13.55 vs. ATHWX (-31.86).
| ATHWX | JDMAX | ATHWX / JDMAX | |
| Total Expense Ratio | 1.50 | 1.14 | 132% |
| Annual Report Gross Expense Ratio | 1.50 | 1.14 | 132% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 6.527 | 9.308 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 21.8B | 25% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -19.03 | 4.44 | -429% |
| Returns for 3 years | -0.94 | 16.98 | -6% |
| Returns for 5 years | -31.86 | -13.55 | 235% |
| Returns for 10 years | -21.49 | 56.06 | -38% |
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