Interact to see
Advertisement
Advertisement
HBMCX vs JDMAX
HBMCX vs JDMAX Comparison
Open Charts HBMCX vs JDMAX
Hartford MidCap HLS IB
Price$22.87
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets800.29M
Janus Henderson Enterprise A
Price$141.29
Change+$0.05 (+0.04%)
VolumeN/A
Net Assets23.41B
HBMCX vs JDMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBMCX vs. JDMAX commentary
Sep 07, 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 Buy and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. HBMCX (800M). 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 : 2.99 vs. HBMCX (-8.76). JDMAX return over 5 years is better than : 2.37 vs. HBMCX (-33.00).
| 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 | -13.822 | 5.719 | -242% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 23.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | -8.76 | 2.99 | -293% |
| Returns for 3 years | -6.17 | 13.01 | -47% |
| Returns for 5 years | -33.00 | 2.37 | -1,392% |
| Returns for 10 years | -31.93 | 63.69 | -50% |