BARIX
Price
$101.45
Change
+$0.39 (+0.39%)
Updated
Jul 16 closing price
Net Assets
4.11B
JDMRX
Price
$126.95
Change
+$0.64 (+0.51%)
Updated
Jul 16 closing price
Net Assets
23.07B
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BARIX vs JDMRX

Header iconBARIX vs JDMRX Comparison
Open Charts BARIX vs JDMRXBanner chart's image
Baron Asset Instl
Price$101.45
Change+$0.39 (+0.39%)
VolumeN/A
Net Assets4.11B
Janus Henderson Enterprise R
Price$126.95
Change+$0.64 (+0.51%)
VolumeN/A
Net Assets23.07B
BARIX vs JDMRX Comparison Chart in %
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BARIX vs. JDMRX 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 JDMRX is a Hold.

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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 : -0.63 vs. BARIX (-7.83). BARIX return over 5 years is better than : 1.76 vs. JDMRX (-1.22).
BARIXJDMRXBARIX / JDMRX
Total Expense Ratio1.041.4273%
Annual Report Gross Expense Ratio1.041.4273%
Fund Existence16 years16 years-
Gain YTD2.9542.350126%
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-7.83-0.631,248%
Returns for 3 years19.4610.19191%
Returns for 5 years1.76-1.22-144%
Returns for 10 years46.5742.25110%
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