IBSAX
Price
$13.39
Change
-$0.24 (-1.76%)
Updated
Nov 13 closing price
Net Assets
304.51M
JDMRX
Price
$128.07
Change
-$2.00 (-1.54%)
Updated
Nov 13 closing price
Net Assets
23.38B
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IBSAX vs JDMRX

Header iconIBSAX vs JDMRX Comparison
Open Charts IBSAX vs JDMRXBanner chart's image
VY® Baron Growth A
Price$13.39
Change-$0.24 (-1.76%)
VolumeN/A
Net Assets304.51M
Janus Henderson Enterprise R
Price$128.07
Change-$2.00 (-1.54%)
VolumeN/A
Net Assets23.38B
IBSAX vs JDMRX Comparison Chart in %
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IBSAX 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 IBSAX is a StrongBuy and JDMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.4B vs. IBSAX (305M). JDMRX pays higher dividends than IBSAX: JDMRX (0.56) vs IBSAX (0.06). IBSAX was incepted earlier than JDMRX: IBSAX (24 years) vs JDMRX (16 years). IBSAX (1.62) is less costly to investors than JDMRX (1.42). JDMRX is a more actively managed with annual turnover of: 15.00 vs. IBSAX (4.00). IBSAX has a lower initial minimum investment than JDMRX: IBSAX (0) vs JDMRX (2500). JDMRX annual gain was more profitable for investors over the last year : -5.44 vs. IBSAX (-36.23). JDMRX return over 5 years is better than : -12.50 vs. IBSAX (-43.94).
IBSAXJDMRXIBSAX / JDMRX
Total Expense Ratio1.501.42106%
Annual Report Gross Expense Ratio1.621.42114%
Fund Existence24 years16 years-
Gain YTD-33.4453.776-886%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets305M23.4B1%
Annual Yield % from dividends0.060.5610%
Returns for 1 year-36.23-5.44666%
Returns for 3 years-31.996.85-467%
Returns for 5 years-43.94-12.50352%
Returns for 10 years-49.0349.20-100%
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