IBSAX
Price
$13.60
Change
+$0.07 (+0.52%)
Updated
Oct 17 closing price
Net Assets
315.15M
JDMAX
Price
$139.98
Change
+$0.13 (+0.09%)
Updated
Oct 17 closing price
Net Assets
23.61B
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IBSAX vs JDMAX

Header iconIBSAX vs JDMAX Comparison
Open Charts IBSAX vs JDMAXBanner chart's image
VY® Baron Growth A
Price$13.60
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets315.15M
Janus Henderson Enterprise A
Price$139.98
Change+$0.13 (+0.09%)
VolumeN/A
Net Assets23.61B
IBSAX vs JDMAX Comparison Chart in %
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IBSAX vs. JDMAX commentary
Oct 20, 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 IBSAX is a Hold and JDMAX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.6B vs. IBSAX (315M). JDMAX pays higher dividends than IBSAX: JDMAX (0.75) vs IBSAX (0.06). IBSAX was incepted earlier than JDMAX: IBSAX (23 years) vs JDMAX (16 years). IBSAX (1.62) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 15.00 vs. IBSAX (4.00). IBSAX has a lower initial minimum investment than JDMAX: IBSAX (0) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : -2.23 vs. IBSAX (-34.95). JDMAX return over 5 years is better than : -3.03 vs. IBSAX (-39.55).
IBSAXJDMAXIBSAX / JDMAX
Total Expense Ratio1.501.14132%
Annual Report Gross Expense Ratio1.621.14142%
Fund Existence23 years16 years-
Gain YTD-32.4014.775-678%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets315M23.6B1%
Annual Yield % from dividends0.060.758%
Returns for 1 year-34.95-2.231,569%
Returns for 3 years-24.4916.75-146%
Returns for 5 years-39.55-3.031,303%
Returns for 10 years-49.6062.42-79%
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