BARIX
Price
$96.83
Change
-$1.41 (-1.44%)
Updated
Nov 13 closing price
Net Assets
3.62B
JDMRX
Price
$128.07
Change
-$2.00 (-1.54%)
Updated
Nov 13 closing price
Net Assets
23.38B
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BARIX vs JDMRX

Header iconBARIX vs JDMRX Comparison
Open Charts BARIX vs JDMRXBanner chart's image
Baron Asset Instl
Price$96.83
Change-$1.41 (-1.44%)
VolumeN/A
Net Assets3.62B
Janus Henderson Enterprise R
Price$128.07
Change-$2.00 (-1.54%)
VolumeN/A
Net Assets23.38B
BARIX vs JDMRX Comparison Chart in %
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BARIX vs. JDMRX commentary
Nov 14, 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 BARIX is a StrongBuy and JDMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.4B vs. BARIX (3.62B). JDMRX pays higher dividends than BARIX: JDMRX (0.56) vs BARIX (0.00). BARIX was incepted earlier than JDMRX: BARIX (16 years) vs JDMRX (16 years). JDMRX (1.42) is less costly to investors than BARIX (1.04). JDMRX is a more actively managed with annual turnover of: 15.00 vs. BARIX (4.00). JDMRX has a lower initial minimum investment than BARIX: JDMRX (2500) vs BARIX (1000000). JDMRX annual gain was more profitable for investors over the last year : -5.44 vs. BARIX (-19.24). JDMRX return over 5 years is better than : -12.50 vs. BARIX (-14.24).
BARIXJDMRXBARIX / JDMRX
Total Expense Ratio1.041.4273%
Annual Report Gross Expense Ratio1.041.4273%
Fund Existence16 years16 years-
Gain YTD-1.3593.776-36%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B23.4B15%
Annual Yield % from dividends0.000.56-
Returns for 1 year-19.24-5.44353%
Returns for 3 years3.726.8554%
Returns for 5 years-14.24-12.50114%
Returns for 10 years50.3749.20102%
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