BARAX
Price
$92.38
Change
-$0.33 (-0.36%)
Updated
May 23 closing price
Net Assets
3.9B
JDMAX
Price
$131.33
Change
-$0.42 (-0.32%)
Updated
May 23 closing price
Net Assets
21.08B
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BARAX vs JDMAX

Header iconBARAX vs JDMAX Comparison
Open Charts BARAX vs JDMAXBanner chart's image
Baron Asset Retail
Price$92.38
Change-$0.33 (-0.36%)
VolumeN/A
Net Assets3.9B
Janus Henderson Enterprise A
Price$131.33
Change-$0.42 (-0.32%)
VolumeN/A
Net Assets21.08B
BARAX vs JDMAX Comparison Chart
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BARAX vs. JDMAX commentary
May 24, 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 Buy.

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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.1B vs. BARAX (3.9B). JDMAX pays higher dividends than BARAX: JDMAX (0.83) 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 (5.48). 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 : 0.01 vs. BARAX (-9.64). BARAX (7.90) and JDMAX (7.73) have equivalent 5 years return.
BARAXJDMAXBARAX / JDMAX
Total Expense Ratio1.291.14113%
Annual Report Gross Expense Ratio1.291.14113%
Fund Existence38 years16 years-
Gain YTD1.610-1.385-116%
Front LoadN/A6%-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B21.1B18%
Annual Yield % from dividends0.000.83-
Returns for 1 year-9.640.01-88,297%
Returns for 3 years11.794.46264%
Returns for 5 years7.907.73102%
Returns for 10 years38.9743.7889%
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