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ATHWX vs JDMRX
ATHWX vs JDMRX Comparison
Open Charts ATHWX vs JDMRX
ATHWX vs JDMRX Comparison Chart in %
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ATHWX vs. JDMRX commentary
Aug 03, 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 JDMRX is a Buy.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 22.4B vs. ATHWX (5.31B). ATHWX (0.00) and JDMRX (0.00) have matching dividends . ATHWX was incepted earlier than JDMRX: ATHWX (19 years) vs JDMRX (17 years). ATHWX (1.50) is less costly to investors than JDMRX (1.41). ATHWX is a more actively managed with annual turnover of: 62.00 vs. JDMRX (17.00). ATHWX (2500) and JDMRX (2500) have matching initial minimum investment requirements. JDMRX annual gain was more profitable for investors over the last year : 1.60 vs. ATHWX (-23.97). JDMRX return over 5 years is better than : -19.81 vs. ATHWX (-35.72).
| ATHWX | JDMRX | ATHWX / JDMRX | |
| Total Expense Ratio | 1.50 | 1.41 | 106% |
| Annual Report Gross Expense Ratio | 1.50 | 1.41 | 106% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 2.535 | 7.438 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 22.4B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.97 | 1.60 | -1,497% |
| Returns for 3 years | -10.51 | 6.03 | -174% |
| Returns for 5 years | -35.72 | -19.81 | 180% |
| Returns for 10 years | -22.29 | 46.36 | -48% |
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