BGRFX
Price
$86.66
Change
+$0.20 (+0.23%)
Updated
Mar 7 closing price
Net Assets
6.97B
JDMAX
Price
$128.14
Change
-$3.21 (-2.44%)
Updated
Mar 10 closing price
Net Assets
22.61B
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BGRFX vs JDMAX

Header iconBGRFX vs JDMAX Comparison
Open Charts BGRFX vs JDMAXBanner chart's image
Baron Growth Retail
Price$86.66
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets6.97B
Janus Henderson Enterprise A
Price$128.14
Change-$3.21 (-2.44%)
VolumeN/A
Net Assets22.61B
BGRFX vs JDMAX Comparison Chart
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BGRFX vs. JDMAX commentary
Mar 11, 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: 22.6B vs. BGRFX (6.97B). JDMAX pays higher dividends than BGRFX: JDMAX (0.78) vs BGRFX (0.00). BGRFX was incepted earlier than JDMAX: BGRFX (30 years) vs JDMAX (16 years). BGRFX (1.34) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 15.00 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 : -1.40 vs. BGRFX (-12.80). BGRFX return over 5 years is better than : 10.75 vs. JDMAX (5.87).
BGRFXJDMAXBGRFX / JDMAX
Total Expense Ratio1.341.14118%
Annual Report Gross Expense Ratio1.341.14118%
Fund Existence30 years16 years-
Gain YTD-3.303-1.684196%
Front LoadN/A6%-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets6.97B22.6B31%
Annual Yield % from dividends0.000.78-
Returns for 1 year-12.80-1.40914%
Returns for 3 years-6.670.17-3,976%
Returns for 5 years10.755.87183%
Returns for 10 years18.0748.8337%
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