BARAX
Price
$91.43
Change
-$0.35 (-0.38%)
Updated
Oct 9 closing price
Net Assets
3.77B
JDMAX
Price
$140.14
Change
-$1.40 (-0.99%)
Updated
Oct 9 closing price
Net Assets
23.61B
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BARAX vs JDMAX

Header iconBARAX vs JDMAX Comparison
Open Charts BARAX vs JDMAXBanner chart's image
Baron Asset Retail
Price$91.43
Change-$0.35 (-0.38%)
VolumeN/A
Net Assets3.77B
Janus Henderson Enterprise A
Price$140.14
Change-$1.40 (-0.99%)
VolumeN/A
Net Assets23.61B
BARAX vs JDMAX Comparison Chart in %
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BARAX vs. JDMAX commentary
Oct 10, 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 BARAX is a Buy and JDMAX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.6B vs. BARAX (3.77B). JDMAX pays higher dividends than BARAX: JDMAX (0.75) vs BARAX (0.00). BARAX was incepted earlier than JDMAX: BARAX (38 years) vs JDMAX (16 years). BARAX (1.29) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 15.00 vs. BARAX (4.00). BARAX has a lower initial minimum investment than JDMAX: BARAX (2000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 0.16 vs. BARAX (-15.78). JDMAX return over 5 years is better than : -2.30 vs. BARAX (-12.41).
BARAXJDMAXBARAX / JDMAX
Total Expense Ratio1.291.14113%
Annual Report Gross Expense Ratio1.291.14113%
Fund Existence38 years16 years-
Gain YTD0.1655.9433%
Front LoadN/A6%-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets3.77B23.6B16%
Annual Yield % from dividends0.000.75-
Returns for 1 year-15.780.16-9,868%
Returns for 3 years16.4620.3781%
Returns for 5 years-12.41-2.30540%
Returns for 10 years44.1764.2769%
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