HFEAX vs. FXAIX
Compare and contrast key facts about Janus Henderson European Focus Fund (HFEAX) and Fidelity 500 Index Fund (FXAIX).
HFEAX is managed by Janus Henderson. It was launched on Aug 30, 2001. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HFEAX or FXAIX.
Correlation
The correlation between HFEAX and FXAIX 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.
Performance
HFEAX vs. FXAIX - Performance Comparison
Key characteristics
HFEAX:
0.66
FXAIX:
0.53
HFEAX:
0.97
FXAIX:
0.87
HFEAX:
1.13
FXAIX:
1.13
HFEAX:
0.82
FXAIX:
0.55
HFEAX:
2.29
FXAIX:
2.29
HFEAX:
5.00%
FXAIX:
4.55%
HFEAX:
17.46%
FXAIX:
19.55%
HFEAX:
-70.49%
FXAIX:
-33.79%
HFEAX:
0.00%
FXAIX:
-9.89%
Returns By Period
In the year-to-date period, HFEAX achieves a 16.52% return, which is significantly higher than FXAIX's -5.72% return. Over the past 10 years, HFEAX has underperformed FXAIX with an annualized return of 5.48%, while FXAIX has yielded a comparatively higher 11.90% annualized return.
HFEAX
16.52%
3.57%
10.85%
11.20%
16.50%
5.48%
FXAIX
-5.72%
-3.22%
-4.27%
10.89%
16.06%
11.90%
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HFEAX vs. FXAIX - Expense Ratio Comparison
HFEAX has a 1.30% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
HFEAX vs. FXAIX — Risk-Adjusted Performance Rank
HFEAX
FXAIX
HFEAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson European Focus Fund (HFEAX) and Fidelity 500 Index Fund (FXAIX). 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
HFEAX vs. FXAIX - Dividend Comparison
HFEAX's dividend yield for the trailing twelve months is around 1.24%, less than FXAIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFEAX Janus Henderson European Focus Fund | 1.24% | 1.45% | 4.35% | 2.40% | 0.13% | 0.28% | 0.98% | 4.26% | 1.70% | 2.59% | 0.72% | 1.60% |
FXAIX Fidelity 500 Index Fund | 1.35% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
HFEAX vs. FXAIX - Drawdown Comparison
The maximum HFEAX drawdown since its inception was -70.49%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for HFEAX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
HFEAX vs. FXAIX - Volatility Comparison
The current volatility for Janus Henderson European Focus Fund (HFEAX) is 9.94%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.39%. This indicates that HFEAX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.