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ATHWX vs JDMAX
ATHWX vs JDMAX Comparison
Open Charts ATHWX vs JDMAX
American Century Heritage R
Price$20.82
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets5.92B
Janus Henderson Enterprise A
Price$133.67
Change-$9.96 (-6.93%)
VolumeN/A
Net Assets23.38B
ATHWX vs JDMAX Comparison Chart in %
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ATHWX vs. JDMAX commentary
Dec 06, 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 ATHWX is a Hold and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. ATHWX (5.92B). JDMAX pays higher dividends than ATHWX: JDMAX (0.74) vs ATHWX (0.00). ATHWX was incepted earlier than JDMAX: ATHWX (18 years) vs JDMAX (16 years). ATHWX (1.50) is less costly to investors than JDMAX (1.14). ATHWX is a more actively managed with annual turnover of: 66.00 vs. JDMAX (15.00). ATHWX (2500) and JDMAX (2500) have matching initial minimum investment requirements. JDMAX annual gain was more profitable for investors over the last year : -4.19 vs. ATHWX (-15.50). JDMAX return over 5 years is better than : -10.47 vs. ATHWX (-16.85).
| 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 | 16 years | - |
| Gain YTD | 8.551 | 7.507 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 23.4B | 25% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | -15.50 | -4.19 | 370% |
| Returns for 3 years | 29.24 | 10.64 | 275% |
| Returns for 5 years | -16.85 | -10.47 | 161% |
| Returns for 10 years | -10.49 | 62.42 | -17% |
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