IBSAX
Price
$13.87
Change
+$0.12 (+0.87%)
Updated
Sep 26 closing price
Net Assets
321.5M
JDMAX
Price
$139.39
Change
+$1.13 (+0.82%)
Updated
Sep 26 closing price
Net Assets
23.75B
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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$13.87
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets321.5M
Janus Henderson Enterprise A
Price$139.39
Change+$1.13 (+0.82%)
VolumeN/A
Net Assets23.75B
IBSAX vs JDMAX Comparison Chart in %
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IBSAX vs. JDMAX commentary
Sep 29, 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: 23.7B vs. IBSAX (322M). 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 : -1.57 vs. IBSAX (-32.60). JDMAX return over 5 years is better than : 3.45 vs. IBSAX (-34.26).
IBSAXJDMAXIBSAX / JDMAX
Total Expense Ratio1.501.14132%
Annual Report Gross Expense Ratio1.621.14142%
Fund Existence23 years16 years-
Gain YTD-31.0594.334-717%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets322M23.7B1%
Annual Yield % from dividends0.060.758%
Returns for 1 year-32.60-1.572,078%
Returns for 3 years-18.5119.91-93%
Returns for 5 years-34.263.45-993%
Returns for 10 years-45.3270.91-64%
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