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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
Jul 14, 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 Buy and JDMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. ATHWX (5.59B). 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 : 3.73 vs. ATHWX (-18.56). JDMAX return over 5 years is better than : -13.07 vs. ATHWX (-30.12).
| 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 | 7.351 | 8.203 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 22.4B | 25% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.56 | 3.73 | -497% |
| Returns for 3 years | -5.78 | 11.23 | -52% |
| Returns for 5 years | -30.12 | -13.07 | 230% |
| Returns for 10 years | -18.99 | 57.49 | -33% |
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