FSCCX vs. JANEX
Compare and contrast key facts about Nuveen Small Cap Value Fund (FSCCX) and Janus Henderson Enterprise Fund (JANEX).
FSCCX is managed by Nuveen. It was launched on Aug 1, 1994. JANEX is managed by Janus Henderson. It was launched on Sep 1, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCCX or JANEX.
Correlation
The correlation between FSCCX and JANEX is 0.84, 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
FSCCX vs. JANEX - Performance Comparison
Key characteristics
FSCCX:
0.95
JANEX:
0.54
FSCCX:
1.52
JANEX:
0.79
FSCCX:
1.18
JANEX:
1.11
FSCCX:
1.67
JANEX:
0.26
FSCCX:
4.21
JANEX:
1.76
FSCCX:
4.22%
JANEX:
4.21%
FSCCX:
18.62%
JANEX:
13.73%
FSCCX:
-71.95%
JANEX:
-38.24%
FSCCX:
-8.05%
JANEX:
-20.97%
Returns By Period
In the year-to-date period, FSCCX achieves a 0.31% return, which is significantly lower than JANEX's 2.80% return. Over the past 10 years, FSCCX has outperformed JANEX with an annualized return of 6.09%, while JANEX has yielded a comparatively lower 4.95% annualized return.
FSCCX
0.31%
-2.93%
2.59%
17.11%
8.56%
6.09%
JANEX
2.80%
-1.02%
-1.09%
5.67%
0.15%
4.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSCCX vs. JANEX - Expense Ratio Comparison
FSCCX has a 0.95% expense ratio, which is higher than JANEX's 0.79% expense ratio.
Risk-Adjusted Performance
FSCCX vs. JANEX — Risk-Adjusted Performance Rank
FSCCX
JANEX
FSCCX vs. JANEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Value Fund (FSCCX) 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.
Dividends
FSCCX vs. JANEX - Dividend Comparison
FSCCX's dividend yield for the trailing twelve months is around 1.52%, more than JANEX's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | 1.52% | 1.53% | 1.02% | 1.24% | 0.52% | 0.54% | 1.15% | 1.00% | 0.65% | 0.60% | 0.30% | 0.62% |
JANEX Janus Henderson Enterprise Fund | 1.06% | 1.09% | 0.00% | 0.00% | 0.33% | 0.30% | 0.11% | 0.17% | 0.09% | 0.09% | 0.28% | 0.03% |
Drawdowns
FSCCX vs. JANEX - Drawdown Comparison
The maximum FSCCX drawdown since its inception was -71.95%, which is greater than JANEX's maximum drawdown of -38.24%. Use the drawdown chart below to compare losses from any high point for FSCCX and JANEX. For additional features, visit the drawdowns tool.
Volatility
FSCCX vs. JANEX - Volatility Comparison
Nuveen Small Cap Value Fund (FSCCX) has a higher volatility of 3.79% compared to Janus Henderson Enterprise Fund (JANEX) at 3.22%. This indicates that FSCCX's price experiences larger fluctuations and is considered to be riskier than JANEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.