JACNX vs. DODGX
Compare and contrast key facts about Janus Henderson Contrarian Fund (JACNX) and Dodge & Cox Stock Fund Class I (DODGX).
JACNX is managed by Janus Henderson. It was launched on Feb 29, 2000. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Performance
JACNX vs. DODGX - Performance Comparison
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JACNX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JACNX Janus Henderson Contrarian Fund | -4.88% | 7.34% | 18.44% | 21.58% | -21.54% | 20.79% | 27.88% | 43.19% | -4.08% | 5.00% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, JACNX achieves a -4.88% return, which is significantly lower than DODGX's -1.65% return. Over the past 10 years, JACNX has underperformed DODGX with an annualized return of 11.16%, while DODGX has yielded a comparatively higher 12.55% annualized return.
JACNX
- 1D
- 4.46%
- 1M
- -5.80%
- YTD
- -4.88%
- 6M
- -8.56%
- 1Y
- 10.22%
- 3Y*
- 10.38%
- 5Y*
- 5.25%
- 10Y*
- 11.16%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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JACNX vs. DODGX - Expense Ratio Comparison
JACNX has a 0.90% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Return for Risk
JACNX vs. DODGX — Risk / Return Rank
JACNX
DODGX
JACNX vs. DODGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Contrarian Fund (JACNX) and Dodge & Cox Stock Fund Class I (DODGX). 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.
| JACNX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.49 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.76 | 0.78 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 0.60 | +0.07 |
Martin ratioReturn relative to average drawdown | 1.94 | 2.50 | -0.56 |
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
| JACNX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.49 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.59 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.65 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.62 | -0.29 |
Correlation
The correlation between JACNX and DODGX is 0.85, 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.
Dividends
JACNX vs. DODGX - Dividend Comparison
JACNX's dividend yield for the trailing twelve months is around 11.67%, more than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACNX Janus Henderson Contrarian Fund | 11.67% | 11.10% | 11.53% | 7.13% | 0.53% | 9.63% | 1.69% | 11.74% | 8.86% | 7.77% | 3.52% | 2.71% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
JACNX vs. DODGX - Drawdown Comparison
The maximum JACNX drawdown since its inception was -66.81%, which is greater than DODGX's maximum drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for JACNX and DODGX.
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Drawdown Indicators
| JACNX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.81% | -63.24% | -3.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.27% | -12.23% | -2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -30.32% | -21.85% | -8.47% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -40.41% | +0.16% |
Current DrawdownCurrent decline from peak | -10.45% | -5.31% | -5.14% |
Average DrawdownAverage peak-to-trough decline | -14.76% | -7.53% | -7.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 2.94% | +1.98% |
Volatility
JACNX vs. DODGX - Volatility Comparison
Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 9.08% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. This indicates that JACNX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JACNX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.08% | 4.23% | +4.85% |
Volatility (6M)Calculated over the trailing 6-month period | 15.52% | 8.72% | +6.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.75% | 16.33% | +8.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.89% | 16.05% | +5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 19.25% | +2.44% |