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ATHAX vs JDMAX
ATHAX vs JDMAX Comparison
Open Charts ATHAX vs JDMAX
American Century Heritage A
Price$21.47
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets6.1B
Janus Henderson Enterprise A
Price$139.98
Change+$0.13 (+0.09%)
VolumeN/A
Net Assets23.61B
ATHAX vs JDMAX Comparison Chart in %
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ATHAX vs. JDMAX commentary
Oct 19, 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 Buy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.6B vs. ATHAX (6.1B). 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 : -2.23 vs. ATHAX (-3.94). JDMAX return over 5 years is better than : -3.03 vs. ATHAX (-7.46).
| ATHAX | JDMAX | ATHAX / JDMAX | |
| Total Expense Ratio | 1.25 | 1.14 | 110% |
| Annual Report Gross Expense Ratio | 1.25 | 1.14 | 110% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 9.709 | 4.775 | 203% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 23.6B | 26% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | -3.94 | -2.23 | 177% |
| Returns for 3 years | 41.72 | 16.75 | 249% |
| Returns for 5 years | -7.46 | -3.03 | 246% |
| Returns for 10 years | -6.90 | 62.42 | -11% |
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