HDIVX vs. SEEGX
Compare and contrast key facts about Janus Henderson Dividend & Income Builder Fund (HDIVX) and JPMorgan Large Cap Growth Fund (SEEGX).
HDIVX is managed by Janus Henderson. It was launched on Jul 31, 2012. SEEGX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
HDIVX vs. SEEGX - Performance Comparison
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HDIVX vs. SEEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDIVX Janus Henderson Dividend & Income Builder Fund | 1.31% | 29.24% | 8.84% | 18.06% | -8.70% | 11.73% | 5.20% | 18.85% | -9.07% | 17.78% |
SEEGX JPMorgan Large Cap Growth Fund | -8.55% | 14.08% | 35.14% | 34.62% | -25.40% | 18.17% | 56.02% | 39.13% | 0.50% | 38.03% |
Returns By Period
In the year-to-date period, HDIVX achieves a 1.31% return, which is significantly higher than SEEGX's -8.55% return. Over the past 10 years, HDIVX has underperformed SEEGX with an annualized return of 9.06%, while SEEGX has yielded a comparatively higher 17.94% annualized return.
HDIVX
- 1D
- 2.04%
- 1M
- -7.22%
- YTD
- 1.31%
- 6M
- 3.97%
- 1Y
- 21.40%
- 3Y*
- 15.70%
- 5Y*
- 10.44%
- 10Y*
- 9.06%
SEEGX
- 1D
- 3.47%
- 1M
- -4.89%
- YTD
- -8.55%
- 6M
- -10.48%
- 1Y
- 12.37%
- 3Y*
- 20.26%
- 5Y*
- 10.43%
- 10Y*
- 17.94%
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HDIVX vs. SEEGX - Expense Ratio Comparison
HDIVX has a 0.95% expense ratio, which is higher than SEEGX's 0.69% expense ratio.
Return for Risk
HDIVX vs. SEEGX — Risk / Return Rank
HDIVX
SEEGX
HDIVX vs. SEEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Dividend & Income Builder Fund (HDIVX) and JPMorgan Large Cap Growth Fund (SEEGX). 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.
| HDIVX | SEEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.62 | +0.88 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.03 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.14 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 0.79 | +1.06 |
Martin ratioReturn relative to average drawdown | 6.88 | 2.40 | +4.47 |
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
| HDIVX | SEEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.62 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.52 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.83 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.55 | +0.16 |
Correlation
The correlation between HDIVX and SEEGX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HDIVX vs. SEEGX - Dividend Comparison
HDIVX's dividend yield for the trailing twelve months is around 7.14%, less than SEEGX's 12.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDIVX Janus Henderson Dividend & Income Builder Fund | 7.14% | 7.60% | 6.54% | 3.11% | 4.14% | 4.59% | 3.26% | 3.20% | 4.19% | 2.76% | 3.12% | 3.02% |
SEEGX JPMorgan Large Cap Growth Fund | 12.51% | 11.44% | 2.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% |
Drawdowns
HDIVX vs. SEEGX - Drawdown Comparison
The maximum HDIVX drawdown since its inception was -28.56%, smaller than the maximum SEEGX drawdown of -62.09%. Use the drawdown chart below to compare losses from any high point for HDIVX and SEEGX.
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Drawdown Indicators
| HDIVX | SEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.56% | -62.09% | +33.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.29% | -16.82% | +5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -23.00% | -31.23% | +8.23% |
Max Drawdown (10Y)Largest decline over 10 years | -28.56% | -31.85% | +3.29% |
Current DrawdownCurrent decline from peak | -9.18% | -13.93% | +4.75% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -16.97% | +13.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 5.55% | -2.51% |
Volatility
HDIVX vs. SEEGX - Volatility Comparison
Janus Henderson Dividend & Income Builder Fund (HDIVX) and JPMorgan Large Cap Growth Fund (SEEGX) have volatilities of 6.72% and 6.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDIVX | SEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 6.47% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.97% | 12.54% | -2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 21.14% | -6.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.43% | 20.26% | -6.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.39% | 21.57% | -8.18% |