IBSAX
Price
$13.78
Change
-$0.01 (-0.07%)
Updated
Dec 24 closing price
Net Assets
300.32M
JDMRX
Price
$123.88
Change
+$0.10 (+0.08%)
Updated
Dec 24 closing price
Net Assets
23.09B
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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$13.78
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets300.32M
Janus Henderson Enterprise R
Price$123.88
Change+$0.10 (+0.08%)
VolumeN/A
Net Assets23.09B
IBSAX vs JDMRX Comparison Chart in %
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IBSAX vs. JDMRX commentary
Dec 27, 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: 23.1B vs. IBSAX (300M). 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: 17.00 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 : -1.31 vs. IBSAX (-32.11). JDMRX return over 5 years is better than : -13.98 vs. IBSAX (-46.79).
IBSAXJDMRXIBSAX / JDMRX
Total Expense Ratio1.501.42106%
Annual Report Gross Expense Ratio1.621.42114%
Fund Existence24 years16 years-
Gain YTD-31.5060.381-8,273%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets300M23.1B1%
Annual Yield % from dividends0.060.5611%
Returns for 1 year-32.11-1.312,458%
Returns for 3 years-27.5816.74-165%
Returns for 5 years-46.79-13.98335%
Returns for 10 years-48.3049.44-98%
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