JACNX vs. QDISX
Compare and contrast key facts about Janus Henderson Contrarian Fund (JACNX) and Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX).
JACNX is managed by Janus Henderson. It was launched on Feb 29, 2000. QDISX is managed by T. Rowe Price. It was launched on Dec 12, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JACNX or QDISX.
Correlation
The correlation between JACNX and QDISX is 0.88, 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
JACNX vs. QDISX - Performance Comparison
Key characteristics
JACNX:
-0.21
QDISX:
0.22
JACNX:
-0.11
QDISX:
0.42
JACNX:
0.98
QDISX:
1.06
JACNX:
-0.17
QDISX:
0.20
JACNX:
-0.49
QDISX:
0.78
JACNX:
10.97%
QDISX:
5.04%
JACNX:
25.81%
QDISX:
18.33%
JACNX:
-43.18%
QDISX:
-33.98%
JACNX:
-22.93%
QDISX:
-10.09%
Returns By Period
In the year-to-date period, JACNX achieves a -8.77% return, which is significantly lower than QDISX's -3.81% return.
JACNX
-8.77%
-5.18%
-18.44%
-5.29%
8.04%
2.00%
QDISX
-3.81%
-3.70%
-7.24%
4.60%
14.55%
N/A
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JACNX vs. QDISX - Expense Ratio Comparison
JACNX has a 0.90% expense ratio, which is higher than QDISX's 0.00% expense ratio.
Risk-Adjusted Performance
JACNX vs. QDISX — Risk-Adjusted Performance Rank
JACNX
QDISX
JACNX vs. QDISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Contrarian Fund (JACNX) and Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX). 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
JACNX vs. QDISX - Dividend Comparison
JACNX's dividend yield for the trailing twelve months is around 12.64%, more than QDISX's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACNX Janus Henderson Contrarian Fund | 12.64% | 11.53% | 7.13% | 0.53% | 9.63% | 1.69% | 11.74% | 8.86% | 8.13% | 3.86% | 3.14% | 10.64% |
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | 1.57% | 1.51% | 1.53% | 1.61% | 1.13% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JACNX vs. QDISX - Drawdown Comparison
The maximum JACNX drawdown since its inception was -43.18%, which is greater than QDISX's maximum drawdown of -33.98%. Use the drawdown chart below to compare losses from any high point for JACNX and QDISX. For additional features, visit the drawdowns tool.
Volatility
JACNX vs. QDISX - Volatility Comparison
Janus Henderson Contrarian Fund (JACNX) has a higher volatility of 16.04% compared to Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) at 12.30%. This indicates that JACNX's price experiences larger fluctuations and is considered to be riskier than QDISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.