IBSAX
Price
$13.60
Change
+$0.07 (+0.52%)
Updated
Oct 17 closing price
Net Assets
315.15M
JDMRX
Price
$129.00
Change
+$0.12 (+0.09%)
Updated
Oct 17 closing price
Net Assets
23.61B
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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$13.60
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets315.15M
Janus Henderson Enterprise R
Price$129.00
Change+$0.12 (+0.09%)
VolumeN/A
Net Assets23.61B
IBSAX vs JDMRX Comparison Chart in %
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IBSAX vs. JDMRX 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 JDMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.6B vs. IBSAX (315M). JDMRX pays higher dividends than IBSAX: JDMRX (0.56) vs IBSAX (0.06). IBSAX was incepted earlier than JDMRX: IBSAX (23 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 : -2.97 vs. IBSAX (-34.95). JDMRX return over 5 years is better than : -7.16 vs. IBSAX (-39.55).
IBSAXJDMRXIBSAX / JDMRX
Total Expense Ratio1.501.42106%
Annual Report Gross Expense Ratio1.621.42114%
Fund Existence23 years16 years-
Gain YTD-32.4014.530-715%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets315M23.6B1%
Annual Yield % from dividends0.060.5610%
Returns for 1 year-34.95-2.971,178%
Returns for 3 years-24.4913.77-178%
Returns for 5 years-39.55-7.16552%
Returns for 10 years-49.6052.44-95%
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