ATHAX
Price
$20.96
Change
-$0.52 (-2.42%)
Updated
Nov 13 closing price
Net Assets
5.92B
JDMAX
Price
$139.00
Change
-$2.17 (-1.54%)
Updated
Nov 13 closing price
Net Assets
23.38B
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ATHAX vs JDMAX

Header iconATHAX vs JDMAX Comparison
Open Charts ATHAX vs JDMAXBanner chart's image
American Century Heritage A
Price$20.96
Change-$0.52 (-2.42%)
VolumeN/A
Net Assets5.92B
Janus Henderson Enterprise A
Price$139.00
Change-$2.17 (-1.54%)
VolumeN/A
Net Assets23.38B
ATHAX vs JDMAX Comparison Chart in %
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ATHAX vs. JDMAX commentary
Nov 14, 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 ATHAX is a Hold and JDMAX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. ATHAX (5.92B). JDMAX pays higher dividends than ATHAX: JDMAX (0.75) vs ATHAX (0.00). ATHAX was incepted earlier than JDMAX: ATHAX (28 years) vs JDMAX (16 years). ATHAX (1.25) is less costly to investors than JDMAX (1.14). ATHAX is a more actively managed with annual turnover of: 66.00 vs. JDMAX (15.00). ATHAX (6%) and JDMAX (6%) have equivalent initial investment costs. ATHAX (2500) and JDMAX (2500) have matching initial minimum investment requirements. JDMAX annual gain was more profitable for investors over the last year : -4.73 vs. ATHAX (-11.71). JDMAX return over 5 years is better than : -8.61 vs. ATHAX (-10.73).
ATHAXJDMAXATHAX / JDMAX
Total Expense Ratio1.251.14110%
Annual Report Gross Expense Ratio1.251.14110%
Fund Existence28 years16 years-
Gain YTD7.1034.042176%
Front Load6%6%100%
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets5.92B23.4B25%
Annual Yield % from dividends0.000.75-
Returns for 1 year-11.71-4.73248%
Returns for 3 years30.119.65312%
Returns for 5 years-10.73-8.61125%
Returns for 10 years-7.4258.94-13%
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