Interact to see
Advertisement
Advertisement
ATHWX vs JDMRX
ATHWX vs JDMRX Comparison
Open Charts ATHWX vs JDMRX
American Century Heritage R
Price$20.82
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets5.92B
Janus Henderson Enterprise R
Price$122.32
Change-$9.99 (-7.55%)
VolumeN/A
Net Assets23.38B
ATHWX vs JDMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATHWX vs. JDMRX commentary
Dec 06, 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 Buy.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.4B vs. ATHWX (5.92B). 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 : -4.91 vs. ATHWX (-15.50). JDMRX return over 5 years is better than : -14.28 vs. ATHWX (-16.85).
| 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 | 8.551 | 7.212 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 23.4B | 25% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -15.50 | -4.91 | 316% |
| Returns for 3 years | 29.24 | 7.80 | 375% |
| Returns for 5 years | -16.85 | -14.28 | 118% |
| Returns for 10 years | -10.49 | 52.44 | -20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers