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JDMAX vs KAUAX
JDMAX vs KAUAX Comparison
Open Charts JDMAX vs KAUAX
Janus Henderson Enterprise A
Price$120.92
Change+$0.73 (+0.61%)
VolumeN/A
Net Assets21.28B
Federated Hermes Kaufmann A
Price$4.92
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets4.21B
JDMAX vs KAUAX Comparison Chart
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JDMAX vs. KAUAX commentary
Apr 18, 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 JDMAX is a Buy and KAUAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 21.3B vs. KAUAX (4.21B). JDMAX pays higher dividends than KAUAX: JDMAX (0.82) vs KAUAX (0.00). JDMAX was incepted earlier than KAUAX: JDMAX (16 years) vs KAUAX (24 years). KAUAX (1.97) is less costly to investors than JDMAX (1.14). KAUAX is a more actively managed with annual turnover of: 34.00 vs. JDMAX (15.00). JDMAX (6%) and KAUAX (6%) have equivalent initial investment costs. KAUAX has a lower initial minimum investment than JDMAX: KAUAX (1500) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : -5.52 vs. KAUAX (-8.27). JDMAX return over 5 years is better than : 4.57 vs. KAUAX (-13.22).
| JDMAX | KAUAX | JDMAX / KAUAX | |
| Total Expense Ratio | 1.14 | 1.96 | 58% |
| Annual Report Gross Expense Ratio | 1.14 | 1.97 | 58% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -10.037 | -9.601 | 105% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1500 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 4.21B | 506% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -5.52 | -8.27 | 67% |
| Returns for 3 years | -12.19 | -8.61 | 142% |
| Returns for 5 years | 4.57 | -13.22 | -35% |
| Returns for 10 years | 33.23 | -21.91 | -152% |
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