Interact to see
Advertisement
Advertisement
ATHWX vs JDMAX
ATHWX vs JDMAX Comparison
Open Charts ATHWX vs JDMAX
American Century Heritage R
Price$15.47
Change-$0.16 (-1.02%)
VolumeN/A
Net Assets5.56B
Janus Henderson Enterprise A
Price$132.01
Change-$0.26 (-0.20%)
VolumeN/A
Net Assets22.81B
ATHWX vs JDMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHWX vs. JDMAX commentary
Feb 05, 2026
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 ATHWX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.8B vs. ATHWX (5.56B). ATHWX (0.00) and JDMAX (0.00) have matching dividends . ATHWX was incepted earlier than JDMAX: ATHWX (18 years) vs JDMAX (17 years). ATHWX (1.50) is less costly to investors than JDMAX (1.14). ATHWX is a more actively managed with annual turnover of: 62.00 vs. JDMAX (17.00). ATHWX (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. ATHWX (-23.08). JDMAX return over 5 years is better than : -14.28 vs. ATHWX (-33.97).
| ATHWX | JDMAX | ATHWX / JDMAX | |
| Total Expense Ratio | 1.50 | 1.14 | 132% |
| Annual Report Gross Expense Ratio | 1.50 | 1.14 | 132% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | -0.951 | -0.549 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 22.8B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.08 | -4.73 | 488% |
| Returns for 3 years | -8.60 | 3.69 | -233% |
| Returns for 5 years | -33.97 | -14.28 | 238% |
| Returns for 10 years | -9.86 | 73.11 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GAB | 6.16 | 0.02 | +0.33% |
| Gabelli Equity Trust (The) | |||
| SCDV | 25.75 | 0.03 | +0.10% |
| Bahl & Gaynor Small Cap Dividend ETF | |||
| FPAG | 39.12 | 0.03 | +0.09% |
| FPA Global Equity ETF | |||
| WLTG | 35.97 | -0.11 | -0.30% |
| WealthTrust DBS Long Term Growth ETF | |||
| DFII | 15.09 | -0.30 | -1.96% |
| Ft Vest Bitcoin Strategy & Target Income ETF | |||