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HBMCX vs JDMAX
HBMCX vs JDMAX Comparison
Open Charts HBMCX vs JDMAX
Hartford MidCap HLS IB
Price$21.36
Change-$1.04 (-4.64%)
VolumeN/A
Net Assets714.74M
Janus Henderson Enterprise A
Price$132.27
Change-$7.87 (-5.62%)
VolumeN/A
Net Assets22.81B
HBMCX vs JDMAX Comparison Chart in %
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HBMCX vs. JDMAX commentary
Feb 04, 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 HBMCX is a Hold and JDMAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.8B vs. HBMCX (715M). HBMCX (0.00) and JDMAX (0.00) have matching dividends . HBMCX was incepted earlier than JDMAX: HBMCX (26 years) vs JDMAX (17 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 (17.00). 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 : -4.73 vs. HBMCX (-22.78). JDMAX return over 5 years is better than : -14.28 vs. HBMCX (-50.46).
| 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 | 17 years | - |
| Gain YTD | 0.518 | -0.549 | -94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 22.8B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.78 | -4.73 | 481% |
| Returns for 3 years | -21.21 | 3.69 | -574% |
| Returns for 5 years | -50.46 | -14.28 | 353% |
| Returns for 10 years | -26.95 | 73.11 | -37% |
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