JABLX vs. SWOBX
Compare and contrast key facts about Janus Henderson VIT Balanced Portfolio (JABLX) and Schwab Balanced Fund™ (SWOBX).
JABLX is managed by Janus Henderson. It was launched on Sep 12, 1993. SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JABLX or SWOBX.
Correlation
The correlation between JABLX and SWOBX is 0.79, 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
JABLX vs. SWOBX - Performance Comparison
Key characteristics
JABLX:
1.92
SWOBX:
1.27
JABLX:
2.64
SWOBX:
1.73
JABLX:
1.35
SWOBX:
1.24
JABLX:
2.46
SWOBX:
0.70
JABLX:
11.21
SWOBX:
6.53
JABLX:
1.51%
SWOBX:
1.87%
JABLX:
8.85%
SWOBX:
9.57%
JABLX:
-32.03%
SWOBX:
-41.47%
JABLX:
-1.97%
SWOBX:
-8.00%
Returns By Period
In the year-to-date period, JABLX achieves a 1.05% return, which is significantly higher than SWOBX's 0.66% return. Over the past 10 years, JABLX has outperformed SWOBX with an annualized return of 7.03%, while SWOBX has yielded a comparatively lower 3.40% annualized return.
JABLX
1.05%
1.31%
4.98%
15.39%
6.74%
7.03%
SWOBX
0.66%
-1.95%
1.70%
11.52%
3.13%
3.40%
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JABLX vs. SWOBX - Expense Ratio Comparison
JABLX has a 0.62% expense ratio, which is higher than SWOBX's 0.00% expense ratio.
Risk-Adjusted Performance
JABLX vs. SWOBX — Risk-Adjusted Performance Rank
JABLX
SWOBX
JABLX vs. SWOBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson VIT Balanced Portfolio (JABLX) and Schwab Balanced Fund™ (SWOBX). 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
JABLX vs. SWOBX - Dividend Comparison
JABLX's dividend yield for the trailing twelve months is around 2.00%, less than SWOBX's 2.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JABLX Janus Henderson VIT Balanced Portfolio | 2.00% | 2.02% | 2.01% | 1.34% | 0.85% | 1.67% | 1.83% | 2.30% | 1.52% | 2.20% | 1.67% | 1.74% |
SWOBX Schwab Balanced Fund™ | 2.31% | 2.32% | 2.15% | 1.72% | 4.50% | 1.06% | 1.42% | 2.66% | 3.08% | 1.57% | 2.30% | 2.24% |
Drawdowns
JABLX vs. SWOBX - Drawdown Comparison
The maximum JABLX drawdown since its inception was -32.03%, smaller than the maximum SWOBX drawdown of -41.47%. Use the drawdown chart below to compare losses from any high point for JABLX and SWOBX. For additional features, visit the drawdowns tool.
Volatility
JABLX vs. SWOBX - Volatility Comparison
The current volatility for Janus Henderson VIT Balanced Portfolio (JABLX) is 3.56%, while Schwab Balanced Fund™ (SWOBX) has a volatility of 4.50%. This indicates that JABLX experiences smaller price fluctuations and is considered to be less risky than SWOBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.