BARIX
Price
$99.00
Change
+$3.97 (+4.18%)
Updated
Nov 19 closing price
Net Assets
3.54B
JDMAX
Price
$136.30
Change
-$0.25 (-0.18%)
Updated
Nov 19 closing price
Net Assets
23.38B
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BARIX vs JDMAX

Header iconBARIX vs JDMAX Comparison
Open Charts BARIX vs JDMAXBanner chart's image
Baron Asset Instl
Price$99.00
Change+$3.97 (+4.18%)
VolumeN/A
Net Assets3.54B
Janus Henderson Enterprise A
Price$136.30
Change-$0.25 (-0.18%)
VolumeN/A
Net Assets23.38B
BARIX vs JDMAX Comparison Chart in %
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BARIX vs. JDMAX commentary
Nov 20, 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 Hold and JDMAX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. BARIX (3.54B). 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 : -4.97 vs. BARIX (-14.62). JDMAX return over 5 years is better than : -11.07 vs. BARIX (-12.37).
BARIXJDMAXBARIX / JDMAX
Total Expense Ratio1.041.1491%
Annual Report Gross Expense Ratio1.041.1491%
Fund Existence16 years16 years-
Gain YTD0.8582.02142%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B23.4B15%
Annual Yield % from dividends0.000.75-
Returns for 1 year-14.62-4.97294%
Returns for 3 years7.087.6892%
Returns for 5 years-12.37-11.07112%
Returns for 10 years50.8353.2995%
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