Janus Henderson Balanced Fund (JANBX) Alternatives
Janus Henderson Balanced Fund (JANBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JANBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to JANBX
JANBX charges 0.70% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among JANBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | JANBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | JANBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | JANBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | JANBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | JANBX vs BWBIX |
Best Risk-Adjusted Alternatives to JANBX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | JANBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | JANBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | JANBX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | JANBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | JANBX vs PMAIX |
Top Performing JANBX Alternatives (YTD)
JANBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | JANBX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | JANBX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | JANBX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | JANBX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | JANBX vs CONWX |
Lowest Volatility Alternatives to JANBX
JANBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | JANBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | JANBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | JANBX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | JANBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | JANBX vs SICIX |
Lowest Drawdown Alternatives to JANBX
JANBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | JANBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | JANBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | JANBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | JANBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | JANBX vs SICIX |
Other Mutual Funds from Janus Henderson
Most popular Janus Henderson mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | -10.63% | Dec 31, 1998 | JANBX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 23 | -13.99% | May 3, 1993 | JANBX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 50 | -10.65% | Dec 31, 1998 | JANBX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 9 | -8.45% | Sep 1, 1992 | JANBX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | -16.07% | May 1, 1997 | JANBX vs JARTX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 23 | -5.08% | Feb 25, 2005 | JANBX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | -10.63% | Dec 31, 1998 | JANBX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 51 | -10.57% | Jan 17, 2000 | JANBX vs JGLTX | |
| Janus Henderson Global Select Fund | Global Equities | 57 | -3.93% | Jun 29, 2000 | JANBX vs JANRX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 10 | -8.95% | Feb 29, 2000 | JANBX vs JACNX |
Often Compared With JANBX
What investors most often compare with JANBX, based on PortfoliosLab usage data.
Compare JANBX with Any Fund or Stock
Compare JANBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.