BARIX
Price
$102.54
Change
+$0.01 (+0.01%)
Updated
Jun 5 closing price
Net Assets
3.9B
JDMRX
Price
$124.30
Change
-$0.23 (-0.18%)
Updated
Jun 5 closing price
Net Assets
21.08B
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BARIX vs JDMRX

Header iconBARIX vs JDMRX Comparison
Open Charts BARIX vs JDMRXBanner chart's image
Baron Asset Instl
Price$102.54
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets3.9B
Janus Henderson Enterprise R
Price$124.30
Change-$0.23 (-0.18%)
VolumeN/A
Net Assets21.08B
BARIX vs JDMRX Comparison Chart
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BARIX vs. JDMRX commentary
Jun 06, 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 JDMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 21.1B vs. BARIX (3.9B). JDMRX pays higher dividends than BARIX: JDMRX (0.59) 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 (5.48). 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 : 2.48 vs. BARIX (-3.28). BARIX return over 5 years is better than : 5.86 vs. JDMRX (-3.76).
BARIXJDMRXBARIX / JDMRX
Total Expense Ratio1.041.4273%
Annual Report Gross Expense Ratio1.041.4273%
Fund Existence16 years16 years-
Gain YTD4.4520.908491%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B21.1B18%
Annual Yield % from dividends0.000.59-
Returns for 1 year-3.282.48-132%
Returns for 3 years13.570.226,101%
Returns for 5 years5.86-3.76-156%
Returns for 10 years52.2339.65132%
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