Interact to see
Advertisement
Advertisement
JDMAX vs NEEGX
JDMAX vs NEEGX Comparison
Open Charts JDMAX vs NEEGX
Janus Henderson Enterprise A
Price$138.53
Change-$0.16 (-0.12%)
VolumeN/A
Net Assets23.41B
Needham Growth Retail
Price$57.88
Change-$0.60 (-1.03%)
VolumeN/A
Net Assets149.47M
JDMAX vs NEEGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDMAX vs. NEEGX commentary
Aug 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 JDMAX is a Hold and NEEGX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. NEEGX (149M). JDMAX pays higher dividends than NEEGX: JDMAX (0.75) vs NEEGX (0.00). JDMAX was incepted earlier than NEEGX: JDMAX (16 years) vs NEEGX (30 years). NEEGX (1.75) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 15.00 vs. NEEGX (14.00). NEEGX has a lower initial minimum investment than JDMAX: NEEGX (2000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 1.35 vs. NEEGX (-14.67). NEEGX return over 5 years is better than : 20.95 vs. JDMAX (-0.30).
| JDMAX | NEEGX | JDMAX / NEEGX | |
| Total Expense Ratio | 1.14 | 1.71 | 67% |
| Annual Report Gross Expense Ratio | 1.14 | 1.75 | 65% |
| Fund Existence | 16 years | 30 years | - |
| Gain YTD | 3.810 | -4.163 | -92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 149M | 15,705% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 1.35 | -14.67 | -9% |
| Returns for 3 years | 0.65 | 9.25 | 7% |
| Returns for 5 years | -0.30 | 20.95 | -1% |
| Returns for 10 years | 53.23 | 29.15 | 183% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement