Interact to see
Advertisement
Advertisement
JDMAX vs LKSMX
JDMAX vs LKSMX Comparison
Open Charts JDMAX vs LKSMX
Janus Henderson Enterprise A
Price$139.39
Change+$1.13 (+0.82%)
VolumeN/A
Net Assets23.75B
LKCM Small-Mid Cap Equity Institutional
Price$11.85
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets42.72M
JDMAX vs LKSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDMAX vs. LKSMX commentary
Sep 28, 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 Hold and LKSMX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.7B vs. LKSMX (42.7M). JDMAX pays higher dividends than LKSMX: JDMAX (0.75) vs LKSMX (0.00). JDMAX was incepted earlier than LKSMX: JDMAX (16 years) vs LKSMX (14 years). LKSMX (1.41) is less costly to investors than JDMAX (1.14). LKSMX is a more actively managed with annual turnover of: 31.00 vs. JDMAX (15.00). LKSMX has a lower initial minimum investment than JDMAX: LKSMX (2000) vs JDMAX (2500). LKSMX annual gain was more profitable for investors over the last year : 9.42 vs. JDMAX (-1.57). LKSMX return over 5 years is better than : 23.57 vs. JDMAX (3.45).
| JDMAX | LKSMX | JDMAX / LKSMX | |
| Total Expense Ratio | 1.14 | 1.01 | 113% |
| Annual Report Gross Expense Ratio | 1.14 | 1.41 | 81% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 4.334 | 3.403 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 42.7M | 55,504% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | -1.57 | 9.42 | -17% |
| Returns for 3 years | 19.91 | 40.90 | 49% |
| Returns for 5 years | 3.45 | 23.57 | 15% |
| Returns for 10 years | 70.91 | 1.37 | 5,181% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JHSC | 41.75 | 0.35 | +0.85% |
| JHancock Multifactor Small Cap ETF | |||
| XNAV | 77.47 | 0.53 | +0.68% |
| FundX Aggressive ETF | |||
| VCLT | 77.34 | 0.13 | +0.17% |
| Vanguard Long-Term Corporate Bd ETF | |||
| LIAM | 248.93 | N/A | N/A |
| LifeX 2055 Infl-Prt Longevity Inc ETF | |||
| FPXI | 58.85 | -0.03 | -0.06% |
| First Trust International Eq Opps ETF | |||