BARIX
Price
$98.51
Change
-$0.37 (-0.37%)
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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BARIX vs JDMAX

Header iconBARIX vs JDMAX Comparison
Open Charts BARIX vs JDMAXBanner chart's image
Baron Asset Instl
Price$98.51
Change-$0.37 (-0.37%)
VolumeN/A
Net Assets3.77B
Janus Henderson Enterprise A
Price$140.14
Change-$1.40 (-0.99%)
VolumeN/A
Net Assets23.61B
BARIX vs JDMAX Comparison Chart in %
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BARIX vs. JDMAX commentary
Oct 11, 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 BARIX is a Buy and JDMAX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.6B vs. BARIX (3.77B). JDMAX pays higher dividends than BARIX: JDMAX (0.75) vs BARIX (0.00). BARIX was incepted earlier than JDMAX: BARIX (16 years) vs JDMAX (16 years). JDMAX (1.14) is less costly to investors than BARIX (1.04). JDMAX is a more actively managed with annual turnover of: 15.00 vs. BARIX (4.00). JDMAX has a lower initial minimum investment than BARIX: JDMAX (2500) vs BARIX (1000000). JDMAX annual gain was more profitable for investors over the last year : 0.16 vs. BARIX (-14.62). JDMAX return over 5 years is better than : -2.30 vs. BARIX (-9.65).
BARIXJDMAXBARIX / JDMAX
Total Expense Ratio1.041.1491%
Annual Report Gross Expense Ratio1.041.1491%
Fund Existence16 years16 years-
Gain YTD0.3605.9436%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.77B23.6B16%
Annual Yield % from dividends0.000.75-
Returns for 1 year-14.620.16-9,143%
Returns for 3 years18.8920.3793%
Returns for 5 years-9.65-2.30420%
Returns for 10 years52.0564.2781%
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