CVTRX vs. JANBX
Compare and contrast key facts about Calamos Growth and Income Fund (CVTRX) and Janus Henderson Balanced Fund (JANBX).
CVTRX is managed by Calamos. It was launched on Sep 21, 1988. JANBX is managed by Janus Henderson. It was launched on Aug 31, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVTRX or JANBX.
Correlation
The correlation between CVTRX and JANBX is 0.93, 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.
Performance
CVTRX vs. JANBX - Performance Comparison
Key characteristics
CVTRX:
1.50
JANBX:
1.17
CVTRX:
1.99
JANBX:
1.52
CVTRX:
1.29
JANBX:
1.23
CVTRX:
1.26
JANBX:
1.33
CVTRX:
9.59
JANBX:
6.44
CVTRX:
1.82%
JANBX:
1.80%
CVTRX:
11.62%
JANBX:
9.91%
CVTRX:
-48.16%
JANBX:
-23.57%
CVTRX:
-5.75%
JANBX:
-6.52%
Returns By Period
In the year-to-date period, CVTRX achieves a 17.03% return, which is significantly higher than JANBX's 11.16% return. Both investments have delivered pretty close results over the past 10 years, with CVTRX having a 6.05% annualized return and JANBX not far behind at 5.97%.
CVTRX
17.03%
-3.56%
4.71%
17.30%
8.34%
6.05%
JANBX
11.16%
-4.40%
0.55%
11.56%
6.30%
5.97%
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CVTRX vs. JANBX - Expense Ratio Comparison
CVTRX has a 1.05% expense ratio, which is higher than JANBX's 0.70% expense ratio.
Risk-Adjusted Performance
CVTRX vs. JANBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Growth and Income Fund (CVTRX) and Janus Henderson Balanced Fund (JANBX). 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.
Dividends
CVTRX vs. JANBX - Dividend Comparison
CVTRX's dividend yield for the trailing twelve months is around 0.25%, less than JANBX's 2.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVTRX Calamos Growth and Income Fund | 0.25% | 0.64% | 1.19% | 0.53% | 1.04% | 1.23% | 1.88% | 1.55% | 3.25% | 3.57% | 1.31% | 1.56% |
JANBX Janus Henderson Balanced Fund | 2.07% | 2.25% | 1.10% | 0.84% | 1.36% | 1.80% | 1.91% | 1.91% | 2.17% | 1.68% | 1.91% | 1.69% |
Drawdowns
CVTRX vs. JANBX - Drawdown Comparison
The maximum CVTRX drawdown since its inception was -48.16%, which is greater than JANBX's maximum drawdown of -23.57%. Use the drawdown chart below to compare losses from any high point for CVTRX and JANBX. For additional features, visit the drawdowns tool.
Volatility
CVTRX vs. JANBX - Volatility Comparison
The current volatility for Calamos Growth and Income Fund (CVTRX) is 5.04%, while Janus Henderson Balanced Fund (JANBX) has a volatility of 5.59%. This indicates that CVTRX experiences smaller price fluctuations and is considered to be less risky than JANBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.