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 a closer substitute for your current allocation.
Cheapest Alternatives to JANBX
JANBX charges 0.70% annually. There are 296 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | JANBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JANBX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | JANBX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JANBX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | JANBX vs VTMFX |
Best Risk-Adjusted Alternatives to JANBX
JANBX has a PortfoliosLab risk / return rank of 28. There are 494 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | JANBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | JANBX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JANBX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | JANBX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | JANBX vs AOBLX |
Top Performing JANBX Alternatives (YTD)
JANBX is at 4.05% YTD. There are 452 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | JANBX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | JANBX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | JANBX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | JANBX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | JANBX vs TIBIX |
Lowest Volatility Alternatives to JANBX
JANBX has 9.17% 1-year volatility. There are 330 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | JANBX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | JANBX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | JANBX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | JANBX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | JANBX vs CSTAX |
Lowest Drawdown Alternatives to JANBX
JANBX has a 1-year max drawdown of -8.13%. There are 442 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | JANBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JANBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JANBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JANBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JANBX vs CSTAX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 53 | 28.90% | — | Dec 1998 | JANBX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 15 | 6.59% | — | May 1993 | JANBX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 53 | 28.82% | — | Dec 1998 | JANBX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 16 | 8.92% | — | Sep 1992 | JANBX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 11 | 4.96% | — | May 1997 | JANBX vs JARTX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 45 | 16.87% | — | Feb 2005 | JANBX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 53 | 28.92% | — | Dec 1998 | JANBX vs JATIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 24 | 20.51% | — | Feb 2000 | JANBX vs JACNX | |
| Janus Henderson Global Select Fund | Global Equities | 35 | 9.35% | — | Jun 2000 | JANBX vs JANRX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 52 | 28.43% | — | Jan 2000 | JANBX vs JGLTX |
Often Compared With JANBX
Investors most often compare JANBX with FXAIX, CBALX, VOO. These 20 comparison targets span 14 categories, 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.
Pair JANBX with funds that move differently
Janus Henderson Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JANBX.
Explore JANBX Diversifiers