DRMCX vs. JANEX

In the year-to-date period, DRMCX achieves a 24.39% return, which is significantly higher than JANEX's 9.91% return. Over the past 10 years, DRMCX has underperformed JANEX with an annualized return of 4.67%, while JANEX has yielded a comparatively higher 5.22% annualized return.

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DRMCX has a 0.83% expense ratio, which is higher than JANEX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus Mid-Cap Growth Fund (DRMCX) and Janus Henderson Enterprise Fund (JANEX). 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.

The current DRMCX Sharpe Ratio is 1.45, which is higher than the JANEX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of DRMCX and JANEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither DRMCX nor JANEX has paid dividends to shareholders.

The maximum DRMCX drawdown since its inception was -87.23%, which is greater than JANEX's maximum drawdown of -38.24%. Use the drawdown chart below to compare losses from any high point for DRMCX and JANEX. For additional features, visit the drawdowns tool.

The current volatility for Virtus Mid-Cap Growth Fund (DRMCX) is 5.90%, while Janus Henderson Enterprise Fund (JANEX) has a volatility of 7.42%. This indicates that DRMCX experiences smaller price fluctuations and is considered to be less risky than JANEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.