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JDMRX vs LKSMX
JDMRX vs LKSMX Comparison
Open Charts JDMRX vs LKSMX
Janus Henderson Enterprise R
Price$128.48
Change+$1.04 (+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
JDMRX vs LKSMX Comparison Chart in %
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JDMRX 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 JDMRX is a Hold and LKSMX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.7B vs. LKSMX (42.7M). JDMRX pays higher dividends than LKSMX: JDMRX (0.56) vs LKSMX (0.00). JDMRX was incepted earlier than LKSMX: JDMRX (16 years) vs LKSMX (14 years). JDMRX (1.42) and LKSMX (1.41) have similar cost to investors . LKSMX is a more actively managed with annual turnover of: 31.00 vs. JDMRX (15.00). LKSMX has a lower initial minimum investment than JDMRX: LKSMX (2000) vs JDMRX (2500). LKSMX annual gain was more profitable for investors over the last year : 9.42 vs. JDMRX (-2.31). LKSMX return over 5 years is better than : 23.57 vs. JDMRX (-0.96).
| JDMRX | LKSMX | JDMRX / LKSMX | |
| Total Expense Ratio | 1.42 | 1.01 | 141% |
| Annual Report Gross Expense Ratio | 1.42 | 1.41 | 101% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 4.108 | 3.403 | 121% |
| Front Load | N/A | 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 | 0.56 | 0.00 | - |
| Returns for 1 year | -2.31 | 9.42 | -24% |
| Returns for 3 years | 16.85 | 40.90 | 41% |
| Returns for 5 years | -0.96 | 23.57 | -4% |
| Returns for 10 years | 60.42 | 1.37 | 4,414% |
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