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BGRFX vs JDMAX
BGRFX vs JDMAX Comparison
Open Charts BGRFX vs JDMAX
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.
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).
| BGRFX | JDMAX | BGRFX / JDMAX | |
| Total Expense Ratio | 1.34 | 1.14 | 118% |
| Annual Report Gross Expense Ratio | 1.34 | 1.14 | 118% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | -3.303 | -1.684 | 196% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 22.6B | 31% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | -12.80 | -1.40 | 914% |
| Returns for 3 years | -6.67 | 0.17 | -3,976% |
| Returns for 5 years | 10.75 | 5.87 | 183% |
| Returns for 10 years | 18.07 | 48.83 | 37% |
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