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ATHWX vs JDMRX
ATHWX vs JDMRX Comparison
Open Charts ATHWX vs JDMRX
American Century Heritage R
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.78B
Janus Henderson Enterprise R
Price$123.82
Change-$0.06 (-0.05%)
VolumeN/A
Net Assets23.09B
ATHWX vs JDMRX Comparison Chart in %
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ATHWX vs. JDMRX commentary
Dec 28, 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 JDMRX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.1B vs. ATHWX (5.78B). 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 (17.00). ATHWX (2500) and JDMRX (2500) have matching initial minimum investment requirements. JDMRX annual gain was more profitable for investors over the last year : -1.61 vs. ATHWX (-18.55). JDMRX return over 5 years is better than : -14.02 vs. ATHWX (-28.97).
| 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 | -16.006 | 0.332 | -4,818% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 23.1B | 25% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -18.55 | -1.61 | 1,150% |
| Returns for 3 years | 5.57 | 16.78 | 33% |
| Returns for 5 years | -28.97 | -14.02 | 207% |
| Returns for 10 years | -21.18 | 48.25 | -44% |
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