BGRFX
Price
$90.55
Change
+$0.10 (+0.11%)
Updated
Jan 17 closing price
Net Assets
6.97B
JDMAX
Price
$136.76
Change
+$0.15 (+0.11%)
Updated
Jan 17 closing price
Net Assets
22.37B
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BGRFX vs JDMAX

Header iconBGRFX vs JDMAX Comparison
Open Charts BGRFX vs JDMAXBanner chart's image
Baron Growth Retail
Price$90.55
Change+$0.10 (+0.11%)
VolumeN/A
Net Assets6.97B
Janus Henderson Enterprise A
Price$136.76
Change+$0.15 (+0.11%)
VolumeN/A
Net Assets22.37B
BGRFX vs JDMAX Comparison Chart
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BGRFX vs. JDMAX commentary
Jan 19, 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 BGRFX is a StrongBuy and JDMAX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. BGRFX (6.97B). BGRFX (0.00) and JDMAX (0.00) have matching dividends . BGRFX was incepted earlier than JDMAX: BGRFX (30 years) vs JDMAX (16 years). JDMAX is a more actively managed with annual turnover of: 14.00 vs. BGRFX (2.11). BGRFX has a lower initial minimum investment than JDMAX: BGRFX (2000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 12.38 vs. BGRFX (-4.22). BGRFX return over 5 years is better than : 5.03 vs. JDMAX (-3.47).
BGRFXJDMAXBGRFX / JDMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence30 years16 years-
Gain YTD1.0382.36544%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets6.97B22.4B31%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.2212.38-34%
Returns for 3 years-11.36-4.69242%
Returns for 5 years5.03-3.47-145%
Returns for 10 years27.1163.4643%
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