BARIX
Price
$101.45
Change
+$0.39 (+0.39%)
Updated
Jul 16 closing price
Net Assets
4.11B
JDMAX
Price
$137.66
Change
+$0.70 (+0.51%)
Updated
Jul 16 closing price
Net Assets
23.07B
Interact to see
Advertisement

BARIX vs JDMAX

Header iconBARIX vs JDMAX Comparison
Open Charts BARIX vs JDMAXBanner chart's image
Baron Asset Instl
Price$101.45
Change+$0.39 (+0.39%)
VolumeN/A
Net Assets4.11B
Janus Henderson Enterprise A
Price$137.66
Change+$0.70 (+0.51%)
VolumeN/A
Net Assets23.07B
BARIX vs JDMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BARIX vs. JDMAX commentary
Jul 17, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.1B vs. BARIX (4.11B). JDMAX pays higher dividends than BARIX: JDMAX (0.76) 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 : 0.13 vs. BARIX (-7.83). JDMAX return over 5 years is better than : 3.17 vs. BARIX (1.76).
BARIXJDMAXBARIX / JDMAX
Total Expense Ratio1.041.1491%
Annual Report Gross Expense Ratio1.041.1491%
Fund Existence16 years16 years-
Gain YTD2.9542.515117%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.11B23.1B18%
Annual Yield % from dividends0.000.76-
Returns for 1 year-7.830.13-6,225%
Returns for 3 years19.4613.07149%
Returns for 5 years1.763.1756%
Returns for 10 years46.5751.5590%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MGRVX47.36N/A
N/A
MFS International Growth R4
SIPIX30.82N/A
N/A
SEI Mid-Cap I (SIMT)
MLNCX24.48N/A
N/A
Morgan Stanley Instl Glbl Concntr C
GGKPX26.72N/A
N/A
Goldman Sachs Income Builder P
PQSIX47.05N/A
N/A
PGIM Quant Solutions Large-Cap Index R6