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HBMCX vs JDMAX
HBMCX vs JDMAX Comparison
Open Charts HBMCX vs JDMAX
Hartford MidCap HLS IB
Price$21.83
Change+$0.14 (+0.65%)
VolumeN/A
Net Assets738.25M
Janus Henderson Enterprise A
Price$142.85
Change+$1.26 (+0.89%)
VolumeN/A
Net Assets23.38B
HBMCX vs JDMAX Comparison Chart in %
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HBMCX vs. JDMAX commentary
Dec 04, 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 Buy and JDMAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. HBMCX (738M). JDMAX pays higher dividends than HBMCX: JDMAX (0.74) 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 : -5.84 vs. HBMCX (-23.96). JDMAX return over 5 years is better than : -10.58 vs. HBMCX (-45.12).
| 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 | -18.165 | 5.674 | -320% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 738M | 23.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | -23.96 | -5.84 | 410% |
| Returns for 3 years | -15.42 | 6.48 | -238% |
| Returns for 5 years | -45.12 | -10.58 | 427% |
| Returns for 10 years | -36.78 | 58.78 | -63% |
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