BARIX
Price
$92.70
Change
-$3.73 (-3.87%)
Updated
Apr 3 closing price
Net Assets
4.13B
JDMRX
Price
$114.03
Change
-$6.03 (-5.02%)
Updated
Apr 3 closing price
Net Assets
22.61B
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BARIX vs JDMRX

Header iconBARIX vs JDMRX Comparison
Open Charts BARIX vs JDMRXBanner chart's image
Baron Asset Instl
Price$92.70
Change-$3.73 (-3.87%)
VolumeN/A
Net Assets4.13B
Janus Henderson Enterprise R
Price$114.03
Change-$6.03 (-5.02%)
VolumeN/A
Net Assets22.61B
BARIX vs JDMRX Comparison Chart
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BARIX vs. JDMRX commentary
Apr 04, 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 Buy.

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FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 22.6B vs. BARIX (4.13B). JDMRX pays higher dividends than BARIX: JDMRX (0.61) 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 : -2.14 vs. BARIX (-10.99). BARIX return over 5 years is better than : 34.45 vs. JDMRX (26.37).
BARIXJDMRXBARIX / JDMRX
Total Expense Ratio1.041.4273%
Annual Report Gross Expense Ratio1.041.4273%
Fund Existence16 years16 years-
Gain YTD-1.762-2.71565%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.13B22.6B18%
Annual Yield % from dividends0.000.61-
Returns for 1 year-10.99-2.14514%
Returns for 3 years-9.51-10.0295%
Returns for 5 years34.4526.37131%
Returns for 10 years42.6534.67123%
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