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ATHWX vs JDMRX
ATHWX vs JDMRX Comparison
Open Charts ATHWX vs JDMRX
American Century Heritage R
Price$15.47
Change-$0.16 (-1.02%)
VolumeN/A
Net Assets5.56B
Janus Henderson Enterprise R
Price$120.75
Change-$0.24 (-0.20%)
VolumeN/A
Net Assets22.81B
ATHWX vs JDMRX Comparison Chart in %
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ATHWX vs. JDMRX commentary
Feb 05, 2026
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: 22.8B vs. ATHWX (5.56B). ATHWX (0.00) and JDMRX (0.00) have matching dividends . ATHWX was incepted earlier than JDMRX: ATHWX (18 years) vs JDMRX (17 years). ATHWX (1.50) is less costly to investors than JDMRX (1.42). ATHWX is a more actively managed with annual turnover of: 62.00 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 : -5.64 vs. ATHWX (-23.08). JDMRX return over 5 years is better than : -18.17 vs. ATHWX (-33.97).
| 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 | 17 years | - |
| Gain YTD | -0.951 | -0.567 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 22.8B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.08 | -5.64 | 409% |
| Returns for 3 years | -8.60 | 1.05 | -816% |
| Returns for 5 years | -33.97 | -18.17 | 187% |
| Returns for 10 years | -9.86 | 61.53 | -16% |
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