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JDMAX vs NEEGX
JDMAX vs NEEGX Comparison
Open Charts JDMAX vs NEEGX
Janus Henderson Enterprise A
Price$139.40
Change+$0.29 (+0.21%)
VolumeN/A
Net Assets23.41B
Needham Growth Retail
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets148.61M
JDMAX vs NEEGX Comparison Chart in %
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JDMAX vs. NEEGX commentary
Aug 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 JDMAX is a Buy and NEEGX is a Hold.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 23.4B vs. NEEGX (149M). JDMAX pays higher dividends than NEEGX: JDMAX (0.75) vs NEEGX (0.00). JDMAX was incepted earlier than NEEGX: JDMAX (16 years) vs NEEGX (30 years). NEEGX (1.75) is less costly to investors than JDMAX (1.14). JDMAX is a more actively managed with annual turnover of: 15.00 vs. NEEGX (14.00). NEEGX has a lower initial minimum investment than JDMAX: NEEGX (2000) vs JDMAX (2500). JDMAX annual gain was more profitable for investors over the last year : 1.03 vs. NEEGX (-17.31). NEEGX return over 5 years is better than : 18.25 vs. JDMAX (1.11).
| JDMAX | NEEGX | JDMAX / NEEGX | |
| Total Expense Ratio | 1.14 | 1.71 | 67% |
| Annual Report Gross Expense Ratio | 1.14 | 1.75 | 65% |
| Fund Existence | 16 years | 30 years | - |
| Gain YTD | 4.341 | -5.605 | -77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 149M | 15,705% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 1.03 | -17.31 | -6% |
| Returns for 3 years | 3.56 | 10.81 | 33% |
| Returns for 5 years | 1.11 | 18.25 | 6% |
| Returns for 10 years | 62.64 | 33.06 | 190% |
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