Interact to see
Advertisement
Advertisement
HBMCX vs JDMAX
HBMCX vs JDMAX Comparison
Open Charts HBMCX vs JDMAX
Hartford MidCap HLS IB
Price$21.94
Change-$0.08 (-0.36%)
VolumeN/A
Net Assets757.45M
Janus Henderson Enterprise A
Price$139.98
Change+$0.13 (+0.09%)
VolumeN/A
Net Assets23.61B
HBMCX vs JDMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBMCX 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 HBMCX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.6B vs. HBMCX (757M). JDMAX pays higher dividends than HBMCX: JDMAX (0.75) vs HBMCX (0.00). HBMCX was incepted earlier than JDMAX: HBMCX (26 years) vs JDMAX (16 years). JDMAX (1.14) is less costly to investors than HBMCX (0.99). HBMCX is a more actively managed with annual turnover of: 75.00 vs. JDMAX (15.00). HBMCX has a lower initial minimum investment than JDMAX: HBMCX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : -2.23 vs. HBMCX (-17.89). JDMAX return over 5 years is better than : -3.03 vs. HBMCX (-38.87).
| HBMCX | JDMAX | HBMCX / JDMAX | |
| Total Expense Ratio | 0.99 | 1.14 | 87% |
| Annual Report Gross Expense Ratio | 0.99 | 1.14 | 87% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | -17.145 | 4.775 | -359% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 23.6B | 3% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | -17.89 | -2.23 | 803% |
| Returns for 3 years | -5.02 | 16.75 | -30% |
| Returns for 5 years | -38.87 | -3.03 | 1,281% |
| Returns for 10 years | -35.07 | 62.42 | -56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement