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ATHWX vs JDMRX
ATHWX vs JDMRX Comparison
Open Charts ATHWX vs JDMRX
American Century Heritage R
Price$21.26
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets6.1B
Janus Henderson Enterprise R
Price$129.87
Change+$0.87 (+0.67%)
VolumeN/A
Net Assets23.61B
ATHWX vs JDMRX Comparison Chart in %
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ATHWX vs. JDMRX 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 JDMRX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.6B vs. ATHWX (6.1B). JDMRX pays higher dividends than ATHWX: JDMRX (0.56) vs ATHWX (0.00). ATHWX was incepted earlier than JDMRX: ATHWX (18 years) vs JDMRX (16 years). ATHWX (1.50) is less costly to investors than JDMRX (1.42). ATHWX is a more actively managed with annual turnover of: 66.00 vs. JDMRX (15.00). ATHWX (2500) and JDMRX (2500) have matching initial minimum investment requirements. JDMRX annual gain was more profitable for investors over the last year : -2.97 vs. ATHWX (-4.55). JDMRX return over 5 years is better than : -7.16 vs. ATHWX (-9.13).
| ATHWX | JDMRX | ATHWX / JDMRX | |
| Total Expense Ratio | 1.50 | 1.42 | 106% |
| Annual Report Gross Expense Ratio | 1.50 | 1.42 | 106% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 9.437 | 4.530 | 208% |
| Front Load | N/A | N/A | - |
| 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 | 0.56 | - |
| Returns for 1 year | -4.55 | -2.97 | 153% |
| Returns for 3 years | 40.12 | 13.77 | 291% |
| Returns for 5 years | -9.13 | -7.16 | 128% |
| Returns for 10 years | -9.60 | 52.44 | -18% |
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