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ATHWX vs JDMAX
ATHWX vs JDMAX Comparison
Open Charts ATHWX vs JDMAX
American Century Heritage R
Price$21.26
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets6.1B
Janus Henderson Enterprise A
Price$140.93
Change+$0.95 (+0.68%)
VolumeN/A
Net Assets23.61B
ATHWX vs JDMAX Comparison Chart in %
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ATHWX vs. JDMAX commentary
Oct 21, 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 Buy and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.6B vs. ATHWX (6.1B). JDMAX pays higher dividends than ATHWX: JDMAX (0.75) 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 : -2.23 vs. ATHWX (-4.55). JDMAX return over 5 years is better than : -3.03 vs. ATHWX (-9.13).
| 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 | 9.437 | 4.775 | 198% |
| Front Load | N/A | 6% | - |
| 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 | -4.55 | -2.23 | 204% |
| Returns for 3 years | 40.12 | 16.75 | 239% |
| Returns for 5 years | -9.13 | -3.03 | 301% |
| Returns for 10 years | -9.60 | 62.42 | -15% |
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