HFEAX vs. JNOSX
Compare and contrast key facts about Janus Henderson European Focus Fund (HFEAX) and Janus Henderson Overseas Fund (JNOSX).
HFEAX is managed by Janus Henderson. It was launched on Aug 30, 2001. JNOSX is managed by Janus Henderson. It was launched on May 2, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HFEAX or JNOSX.
Correlation
The correlation between HFEAX and JNOSX is 0.73, 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
HFEAX vs. JNOSX - Performance Comparison
Key characteristics
HFEAX:
0.70
JNOSX:
0.31
HFEAX:
1.02
JNOSX:
0.52
HFEAX:
1.14
JNOSX:
1.07
HFEAX:
0.88
JNOSX:
0.33
HFEAX:
2.44
JNOSX:
1.14
HFEAX:
5.00%
JNOSX:
4.66%
HFEAX:
17.45%
JNOSX:
17.04%
HFEAX:
-70.49%
JNOSX:
-52.89%
HFEAX:
-0.08%
JNOSX:
-5.26%
Returns By Period
In the year-to-date period, HFEAX achieves a 15.55% return, which is significantly higher than JNOSX's 4.64% return. Both investments have delivered pretty close results over the past 10 years, with HFEAX having a 5.34% annualized return and JNOSX not far behind at 5.15%.
HFEAX
15.55%
1.56%
9.54%
10.49%
16.32%
5.34%
JNOSX
4.64%
-3.85%
0.85%
3.71%
13.66%
5.15%
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HFEAX vs. JNOSX - Expense Ratio Comparison
HFEAX has a 1.30% expense ratio, which is higher than JNOSX's 0.95% expense ratio.
Risk-Adjusted Performance
HFEAX vs. JNOSX — Risk-Adjusted Performance Rank
HFEAX
JNOSX
HFEAX vs. JNOSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson European Focus Fund (HFEAX) and Janus Henderson Overseas Fund (JNOSX). 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. JNOSX - Dividend Comparison
HFEAX's dividend yield for the trailing twelve months is around 1.25%, less than JNOSX's 1.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFEAX Janus Henderson European Focus Fund | 1.25% | 1.45% | 4.35% | 2.40% | 0.13% | 0.28% | 0.98% | 4.26% | 1.70% | 2.59% | 0.72% | 1.60% |
JNOSX Janus Henderson Overseas Fund | 1.58% | 1.66% | 1.39% | 1.59% | 1.04% | 0.88% | 2.77% | 1.15% | 1.86% | 1.32% | 4.63% | 1.11% |
Drawdowns
HFEAX vs. JNOSX - Drawdown Comparison
The maximum HFEAX drawdown since its inception was -70.49%, which is greater than JNOSX's maximum drawdown of -52.89%. Use the drawdown chart below to compare losses from any high point for HFEAX and JNOSX. For additional features, visit the drawdowns tool.
Volatility
HFEAX vs. JNOSX - Volatility Comparison
Janus Henderson European Focus Fund (HFEAX) and Janus Henderson Overseas Fund (JNOSX) have volatilities of 9.99% and 10.29%, 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.