BARAX
Price
$95.94
Change
+$0.86 (+0.90%)
Updated
Jul 3 closing price
Net Assets
4.07B
JDMRX
Price
$127.86
Change
-$0.90 (-0.70%)
Updated
Jul 7 closing price
Net Assets
22.23B
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BARAX vs JDMRX

Header iconBARAX vs JDMRX Comparison
Open Charts BARAX vs JDMRXBanner chart's image
Baron Asset Retail
Price$95.94
Change+$0.86 (+0.90%)
VolumeN/A
Net Assets4.07B
Janus Henderson Enterprise R
Price$127.86
Change-$0.90 (-0.70%)
VolumeN/A
Net Assets22.23B
BARAX vs JDMRX Comparison Chart in %
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BARAX vs. JDMRX commentary
Jul 08, 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 BARAX is a Buy and JDMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 22.2B vs. BARAX (4.07B). JDMRX pays higher dividends than BARAX: JDMRX (0.57) vs BARAX (0.00). BARAX was incepted earlier than JDMRX: BARAX (38 years) vs JDMRX (16 years). JDMRX (1.42) is less costly to investors than BARAX (1.29). JDMRX is a more actively managed with annual turnover of: 15.00 vs. BARAX (5.48). BARAX has a lower initial minimum investment than JDMRX: BARAX (2000) vs JDMRX (2500). JDMRX annual gain was more profitable for investors over the last year : 6.39 vs. BARAX (-3.83). JDMRX return over 5 years is better than : 4.48 vs. BARAX (3.00).
BARAXJDMRXBARAX / JDMRX
Total Expense Ratio1.291.4291%
Annual Report Gross Expense Ratio1.291.4291%
Fund Existence38 years16 years-
Gain YTD5.1054.335118%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B22.2B18%
Annual Yield % from dividends0.000.57-
Returns for 1 year-3.836.39-60%
Returns for 3 years19.3412.57154%
Returns for 5 years3.004.4867%
Returns for 10 years44.3146.4195%
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