BRAGX vs. JABAX
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and Janus Henderson Balanced Fund Class T (JABAX).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. JABAX is an actively managed fund by Janus Henderson. It was launched on Sep 1, 1992.
Performance
BRAGX vs. JABAX - Performance Comparison
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BRAGX vs. JABAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | -5.37% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 21.86% | -22.42% | 18.44% |
JABAX Janus Henderson Balanced Fund Class T | -6.87% | 14.85% | 20.63% | 15.29% | -16.70% | 17.07% | 14.22% | 22.40% | 0.53% | 17.68% |
Returns By Period
In the year-to-date period, BRAGX achieves a -5.37% return, which is significantly higher than JABAX's -6.87% return. Both investments have delivered pretty close results over the past 10 years, with BRAGX having a 9.42% annualized return and JABAX not far ahead at 9.67%.
BRAGX
- 1D
- -1.12%
- 1M
- -6.58%
- YTD
- -5.37%
- 6M
- -3.43%
- 1Y
- 18.40%
- 3Y*
- 20.43%
- 5Y*
- 8.26%
- 10Y*
- 9.42%
JABAX
- 1D
- -0.07%
- 1M
- -6.61%
- YTD
- -6.87%
- 6M
- -5.35%
- 1Y
- 9.22%
- 3Y*
- 12.23%
- 5Y*
- 7.38%
- 10Y*
- 9.67%
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BRAGX vs. JABAX - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is lower than JABAX's 0.66% expense ratio.
Return for Risk
BRAGX vs. JABAX — Risk / Return Rank
BRAGX
JABAX
BRAGX vs. JABAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and Janus Henderson Balanced Fund Class T (JABAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BRAGX | JABAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.80 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.23 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.02 | +0.22 |
Martin ratioReturn relative to average drawdown | 5.83 | 4.14 | +1.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRAGX | JABAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.80 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.66 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.87 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.93 | -0.48 |
Correlation
The correlation between BRAGX and JABAX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BRAGX vs. JABAX - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 19.97%, more than JABAX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 19.97% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
JABAX Janus Henderson Balanced Fund Class T | 8.85% | 8.67% | 11.71% | 2.15% | 1.83% | 4.38% | 2.41% | 2.76% | 6.95% | 4.59% | 3.28% | 6.18% |
Drawdowns
BRAGX vs. JABAX - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -67.04%, which is greater than JABAX's maximum drawdown of -25.98%. Use the drawdown chart below to compare losses from any high point for BRAGX and JABAX.
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Drawdown Indicators
| BRAGX | JABAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -25.98% | -41.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.13% | -8.14% | -4.99% |
Max Drawdown (5Y)Largest decline over 5 years | -35.92% | -21.60% | -14.32% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -22.50% | -24.24% |
Current DrawdownCurrent decline from peak | -8.08% | -8.14% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -4.16% | -11.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.00% | +0.79% |
Volatility
BRAGX vs. JABAX - Volatility Comparison
Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher volatility of 5.09% compared to Janus Henderson Balanced Fund Class T (JABAX) at 3.30%. This indicates that BRAGX's price experiences larger fluctuations and is considered to be riskier than JABAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRAGX | JABAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 3.30% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 6.46% | +5.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.25% | 12.03% | +9.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.40% | 11.29% | +9.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.36% | 11.18% | +10.18% |