Interact to see
Advertisement
Advertisement
HBMCX vs JDMAX
HBMCX vs JDMAX Comparison
Open Charts HBMCX vs JDMAX
Hartford MidCap HLS IB
Price$22.87
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets801.51M
Janus Henderson Enterprise A
Price$141.29
Change+$0.05 (+0.04%)
VolumeN/A
Net Assets23.41B
HBMCX vs JDMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBMCX vs. JDMAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. HBMCX (802M). 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 : 3.03 vs. HBMCX (-8.56). JDMAX return over 5 years is better than : 2.41 vs. HBMCX (-32.85).
| 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 | -13.633 | 5.756 | -237% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 802M | 23.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | -8.56 | 3.03 | -282% |
| Returns for 3 years | -5.96 | 13.05 | -46% |
| Returns for 5 years | -32.85 | 2.41 | -1,365% |
| Returns for 10 years | -31.78 | 63.75 | -50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement