Interact to see
Advertisement
Advertisement
JDMRX vs KAUAX
JDMRX vs KAUAX Comparison
Open Charts JDMRX vs KAUAX
Janus Henderson Enterprise R
Price$130.26
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
JDMRX vs KAUAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDMRX 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 JDMRX is a Buy and KAUAX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.4B vs. KAUAX (5.12B). JDMRX pays higher dividends than KAUAX: JDMRX (0.56) vs KAUAX (0.00). JDMRX was incepted earlier than KAUAX: JDMRX (16 years) vs KAUAX (24 years). KAUAX (1.97) is less costly to investors than JDMRX (1.42). KAUAX is a more actively managed with annual turnover of: 34.00 vs. JDMRX (15.00). KAUAX has a lower initial minimum investment than JDMRX: KAUAX (1500) vs JDMRX (2500). KAUAX annual gain was more profitable for investors over the last year : 8.35 vs. JDMRX (2.26). JDMRX return over 5 years is better than : -1.95 vs. KAUAX (-9.18).
| JDMRX | KAUAX | JDMRX / KAUAX | |
| Total Expense Ratio | 1.42 | 1.96 | 72% |
| Annual Report Gross Expense Ratio | 1.42 | 1.97 | 72% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 5.551 | 12.862 | 43% |
| Front Load | N/A | 6% | - |
| 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 | 0.56 | 0.00 | - |
| Returns for 1 year | 2.26 | 8.35 | 27% |
| Returns for 3 years | 10.18 | 30.88 | 33% |
| Returns for 5 years | -1.95 | -9.18 | 21% |
| Returns for 10 years | 53.71 | 0.97 | 5,523% |
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 % |
| SAMM | 27.79 | 0.12 | +0.43% |
| Strategas Macro Momentum ETF | |||
| KBWD | 14.38 | 0.02 | +0.14% |
| Invesco KBW High Dividend Yld Fincl ETF | |||
| GSY | 50.27 | 0.02 | +0.04% |
| Invesco Ultra Short Duration ETF | |||
| BGRO | 37.48 | N/A | N/A |
| iShares Large Cap Growth Active ETF | |||
| YLDE | 53.68 | -0.09 | -0.17% |
| Franklin ClearBridge Enhanced Inc ETF | |||