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ATHWX vs JDMAX
ATHWX vs JDMAX Comparison
Open Charts ATHWX vs JDMAX
American Century Heritage R
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.79B
Janus Henderson Enterprise A
Price$135.34
Change-$0.06 (-0.04%)
VolumeN/A
Net Assets23.09B
ATHWX vs JDMAX Comparison Chart in %
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ATHWX vs. JDMAX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.1B vs. ATHWX (5.79B). 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 (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 : -0.66 vs. ATHWX (-18.49). JDMAX return over 5 years is better than : -9.92 vs. ATHWX (-28.88).
| 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 | -15.902 | 1.302 | -1,221% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 23.1B | 25% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | -18.49 | -0.66 | 2,800% |
| Returns for 3 years | 4.94 | 19.85 | 25% |
| Returns for 5 years | -28.88 | -9.92 | 291% |
| Returns for 10 years | -20.35 | 58.88 | -35% |
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