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HBMCX vs JDMAX
HBMCX vs JDMAX Comparison
Open Charts HBMCX vs JDMAX
Hartford MidCap HLS IB
Price$20.88
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets710.82M
Janus Henderson Enterprise A
Price$136.55
Change-$0.14 (-0.10%)
VolumeN/A
Net Assets23.38B
HBMCX vs JDMAX Comparison Chart in %
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HBMCX vs. JDMAX commentary
Nov 20, 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: 23.4B vs. HBMCX (711M). 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 : -4.68 vs. HBMCX (-22.81). JDMAX return over 5 years is better than : -11.02 vs. HBMCX (-45.91).
| 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 | -21.148 | 2.208 | -958% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 23.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | -22.81 | -4.68 | 488% |
| Returns for 3 years | -15.50 | 7.88 | -197% |
| Returns for 5 years | -45.91 | -11.02 | 417% |
| Returns for 10 years | -39.26 | 53.57 | -73% |
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