BARIX
Price
$100.52
Change
-$0.06 (-0.06%)
Updated
Aug 6 closing price
Net Assets
4.11B
JDMRX
Price
$127.23
Change
-$0.40 (-0.31%)
Updated
Aug 6 closing price
Net Assets
23.07B
Interact to see
Advertisement

BARIX vs JDMRX

Header iconBARIX vs JDMRX Comparison
Open Charts BARIX vs JDMRXBanner chart's image
Baron Asset Instl
Price$100.52
Change-$0.06 (-0.06%)
VolumeN/A
Net Assets4.11B
Janus Henderson Enterprise R
Price$127.23
Change-$0.40 (-0.31%)
VolumeN/A
Net Assets23.07B
BARIX vs JDMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BARIX vs. JDMRX commentary
Aug 07, 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 JDMRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.1B vs. BARIX (4.11B). JDMRX pays higher dividends than BARIX: JDMRX (0.57) vs BARIX (0.00). BARIX was incepted earlier than JDMRX: BARIX (16 years) vs JDMRX (16 years). JDMRX (1.42) is less costly to investors than BARIX (1.04). JDMRX is a more actively managed with annual turnover of: 15.00 vs. BARIX (4.00). JDMRX has a lower initial minimum investment than BARIX: JDMRX (2500) vs BARIX (1000000). JDMRX annual gain was more profitable for investors over the last year : 4.99 vs. BARIX (-4.14). BARIX return over 5 years is better than : -3.03 vs. JDMRX (-3.99).
BARIXJDMRXBARIX / JDMRX
Total Expense Ratio1.041.4273%
Annual Report Gross Expense Ratio1.041.4273%
Fund Existence16 years16 years-
Gain YTD2.4653.41972%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.11B23.1B18%
Annual Yield % from dividends0.000.57-
Returns for 1 year-4.144.99-83%
Returns for 3 years6.021.28469%
Returns for 5 years-3.03-3.9976%
Returns for 10 years47.6745.63104%
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 %
HDGYX35.80N/A
N/A
Hartford Dividend and Growth Y
ABINX20.34N/A
N/A
American Century Balanced I
IPFPX53.46N/A
N/A
Poplar Forest Partners Institutional
PWDCX9.91N/A
N/A
Donoghue Forlines Dividend C
BFGUX52.49N/A
N/A
Baron Focused Growth R6