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JDMRX vs NEEGX
JDMRX vs NEEGX Comparison
Open Charts JDMRX vs NEEGX
Janus Henderson Enterprise R
Price$128.53
Change+$0.27 (+0.21%)
VolumeN/A
Net Assets23.41B
Needham Growth Retail
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets148.61M
JDMRX vs NEEGX Comparison Chart in %
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JDMRX 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 JDMRX is a Buy and NEEGX is a Hold.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.4B vs. NEEGX (149M). JDMRX pays higher dividends than NEEGX: JDMRX (0.57) vs NEEGX (0.00). JDMRX was incepted earlier than NEEGX: JDMRX (16 years) vs NEEGX (30 years). NEEGX (1.75) is less costly to investors than JDMRX (1.42). JDMRX is a more actively managed with annual turnover of: 15.00 vs. NEEGX (14.00). NEEGX has a lower initial minimum investment than JDMRX: NEEGX (2000) vs JDMRX (2500). JDMRX annual gain was more profitable for investors over the last year : 0.27 vs. NEEGX (-17.31). NEEGX return over 5 years is better than : 18.25 vs. JDMRX (-3.19).
| JDMRX | NEEGX | JDMRX / NEEGX | |
| Total Expense Ratio | 1.42 | 1.71 | 83% |
| Annual Report Gross Expense Ratio | 1.42 | 1.75 | 81% |
| Fund Existence | 16 years | 30 years | - |
| Gain YTD | 4.149 | -5.605 | -74% |
| Front Load | N/A | 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 | 0.57 | 0.00 | - |
| Returns for 1 year | 0.27 | -17.31 | -2% |
| Returns for 3 years | 0.91 | 10.81 | 8% |
| Returns for 5 years | -3.19 | 18.25 | -17% |
| Returns for 10 years | 52.67 | 33.06 | 159% |
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