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JDMAX vs WMGAX
JDMAX vs WMGAX Comparison
Open Charts JDMAX vs WMGAX
Janus Henderson Enterprise A
Price$138.53
Change-$0.16 (-0.12%)
VolumeN/A
Net Assets23.41B
Macquarie Mid Cap Growth A
Price$26.26
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets4.8B
JDMAX vs WMGAX Comparison Chart in %
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JDMAX vs. WMGAX commentary
Aug 17, 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 JDMAX is a Hold and WMGAX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. WMGAX (4.8B). JDMAX pays higher dividends than WMGAX: JDMAX (0.75) vs WMGAX (0.00). JDMAX was incepted earlier than WMGAX: JDMAX (16 years) vs WMGAX (25 years). WMGAX (1.23) is less costly to investors than JDMAX (1.14). WMGAX is a more actively managed with annual turnover of: 42.00 vs. JDMAX (15.00). JDMAX (6%) and WMGAX (6%) have equivalent initial investment costs. WMGAX has a lower initial minimum investment than JDMAX: WMGAX (1000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 1.24 vs. WMGAX (-0.57). JDMAX return over 5 years is better than : -0.42 vs. WMGAX (-22.17).
| JDMAX | WMGAX | JDMAX / WMGAX | |
| Total Expense Ratio | 1.14 | 1.04 | 110% |
| Annual Report Gross Expense Ratio | 1.14 | 1.23 | 93% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.690 | 4.538 | 81% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 4.8B | 488% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 1.24 | -0.57 | -218% |
| Returns for 3 years | 0.53 | -13.16 | -4% |
| Returns for 5 years | -0.42 | -22.17 | 2% |
| Returns for 10 years | 53.05 | 15.02 | 353% |
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