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HBMCX vs JDMAX
HBMCX vs JDMAX Comparison
Open Charts HBMCX vs JDMAX
Hartford MidCap HLS IB
Price$22.31
Change-$0.14 (-0.62%)
VolumeN/A
Net Assets781.87M
Janus Henderson Enterprise A
Price$138.26
Change-$1.74 (-1.24%)
VolumeN/A
Net Assets23.75B
HBMCX vs JDMAX Comparison Chart in %
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HBMCX vs. JDMAX commentary
Sep 27, 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 HBMCX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.7B vs. HBMCX (782M). JDMAX pays higher dividends than HBMCX: JDMAX (0.75) vs HBMCX (0.00). HBMCX was incepted earlier than JDMAX: HBMCX (26 years) vs JDMAX (16 years). JDMAX (1.14) is less costly to investors than HBMCX (0.99). HBMCX is a more actively managed with annual turnover of: 75.00 vs. JDMAX (15.00). HBMCX has a lower initial minimum investment than JDMAX: HBMCX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : -0.21 vs. HBMCX (-14.31). JDMAX return over 5 years is better than : 3.90 vs. HBMCX (-31.40).
| HBMCX | JDMAX | HBMCX / JDMAX | |
| Total Expense Ratio | 0.99 | 1.14 | 87% |
| Annual Report Gross Expense Ratio | 0.99 | 1.14 | 87% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | -15.219 | 4.790 | -318% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 23.7B | 3% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | -14.31 | -0.21 | 6,884% |
| Returns for 3 years | 1.63 | 20.43 | 8% |
| Returns for 5 years | -31.40 | 3.90 | -805% |
| Returns for 10 years | -28.81 | 71.78 | -40% |
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