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JDMAX vs OTCJX
JDMAX vs OTCJX Comparison
Open Charts JDMAX vs OTCJX
Janus Henderson Enterprise A
Price$128.14
Change-$3.21 (-2.44%)
VolumeN/A
Net Assets22.61B
MFS Mid Cap Growth R4
Price$27.59
Change-$1.04 (-3.63%)
VolumeN/A
Net Assets14.08B
JDMAX vs OTCJX Comparison Chart
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JDMAX vs. OTCJX 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 JDMAX is a Hold and OTCJX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.6B vs. OTCJX (14.1B). JDMAX pays higher dividends than OTCJX: JDMAX (0.78) vs OTCJX (0.00). JDMAX was incepted earlier than OTCJX: JDMAX (16 years) vs OTCJX (20 years). JDMAX (1.14) is less costly to investors than OTCJX (0.79). OTCJX is a more actively managed with annual turnover of: 35.00 vs. JDMAX (15.00). OTCJX has a lower initial minimum investment than JDMAX: OTCJX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : -1.40 vs. OTCJX (-8.21). OTCJX return over 5 years is better than : 35.62 vs. JDMAX (5.87).
| JDMAX | OTCJX | JDMAX / OTCJX | |
| Total Expense Ratio | 1.14 | 0.78 | 146% |
| Annual Report Gross Expense Ratio | 1.14 | 0.79 | 144% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | -1.684 | -5.041 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 14.1B | 160% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | -1.40 | -8.21 | 17% |
| Returns for 3 years | 0.17 | 13.97 | 1% |
| Returns for 5 years | 5.87 | 35.62 | 16% |
| Returns for 10 years | 48.83 | 97.45 | 50% |
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