BARAX
Price
$92.38
Change
-$0.33 (-0.36%)
Updated
May 23 closing price
Net Assets
3.9B
JDMRX
Price
$121.17
Change
-$0.39 (-0.32%)
Updated
May 23 closing price
Net Assets
21.08B
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BARAX vs JDMRX

Header iconBARAX vs JDMRX Comparison
Open Charts BARAX vs JDMRXBanner chart's image
Baron Asset Retail
Price$92.38
Change-$0.33 (-0.36%)
VolumeN/A
Net Assets3.9B
Janus Henderson Enterprise R
Price$121.17
Change-$0.39 (-0.32%)
VolumeN/A
Net Assets21.08B
BARAX vs JDMRX Comparison Chart
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BARAX vs. JDMRX 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 JDMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.1B vs. BARAX (3.9B). JDMRX pays higher dividends than BARAX: JDMRX (0.62) vs BARAX (0.00). BARAX was incepted earlier than JDMRX: BARAX (38 years) vs JDMRX (16 years). JDMRX (1.42) is less costly to investors than BARAX (1.29). JDMRX is a more actively managed with annual turnover of: 15.00 vs. BARAX (5.48). BARAX has a lower initial minimum investment than JDMRX: BARAX (2000) vs JDMRX (2500). JDMRX annual gain was more profitable for investors over the last year : -0.74 vs. BARAX (-9.64). BARAX return over 5 years is better than : 7.90 vs. JDMRX (3.15).
BARAXJDMRXBARAX / JDMRX
Total Expense Ratio1.291.4291%
Annual Report Gross Expense Ratio1.291.4291%
Fund Existence38 years16 years-
Gain YTD1.610-1.499-107%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B21.1B18%
Annual Yield % from dividends0.000.62-
Returns for 1 year-9.64-0.741,307%
Returns for 3 years11.791.80655%
Returns for 5 years7.903.15251%
Returns for 10 years38.9734.95111%
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