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JDMAX vs KAUAX
JDMAX vs KAUAX Comparison
Open Charts JDMAX vs KAUAX
Janus Henderson Enterprise A
Price$141.29
Change+$0.05 (+0.04%)
VolumeN/A
Net Assets23.41B
Federated Hermes Kaufmann A
Price$6.23
Change+$0.05 (+0.81%)
VolumeN/A
Net Assets5.12B
JDMAX vs KAUAX Comparison Chart in %
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JDMAX vs. KAUAX commentary
Sep 07, 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 JDMAX is a Buy and KAUAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. KAUAX (5.12B). JDMAX pays higher dividends than KAUAX: JDMAX (0.75) vs KAUAX (0.00). JDMAX was incepted earlier than KAUAX: JDMAX (16 years) vs KAUAX (24 years). KAUAX (1.97) is less costly to investors than JDMAX (1.14). KAUAX is a more actively managed with annual turnover of: 34.00 vs. JDMAX (15.00). JDMAX (6%) and KAUAX (6%) have equivalent initial investment costs. KAUAX has a lower initial minimum investment than JDMAX: KAUAX (1500) vs JDMAX (2500). KAUAX annual gain was more profitable for investors over the last year : 8.35 vs. JDMAX (3.03). JDMAX return over 5 years is better than : 2.41 vs. KAUAX (-9.18).
| JDMAX | KAUAX | JDMAX / KAUAX | |
| Total Expense Ratio | 1.14 | 1.96 | 58% |
| Annual Report Gross Expense Ratio | 1.14 | 1.97 | 58% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 5.756 | 12.862 | 45% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1500 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 5.12B | 457% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 3.03 | 8.35 | 36% |
| Returns for 3 years | 13.05 | 30.88 | 42% |
| Returns for 5 years | 2.41 | -9.18 | -26% |
| Returns for 10 years | 63.75 | 0.97 | 6,556% |
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