JAENX vs. AGTHX
JAENX (Janus Henderson Enterprise Fund Class T) and AGTHX (American Funds The Growth Fund of America Class A) are both mutual funds - JAENX is a Mid Cap Growth Equities fund actively managed by Janus Henderson, while AGTHX is a Large Cap Growth Equities fund actively managed by Capital Group. Both are actively managed. Over the past 10 years, JAENX returned 12.27%/yr vs 15.03%/yr for AGTHX. Their correlation of 0.86 means they have usually moved in the same direction. JAENX charges 0.91%/yr vs 0.59%/yr for AGTHX.
Performance
JAENX vs. AGTHX - Performance Comparison
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Returns By Period
In the year-to-date period, JAENX achieves a 7.75% return, which is significantly higher than AGTHX's 4.39% return. Over the past 10 years, JAENX has underperformed AGTHX with an annualized return of 12.27%, while AGTHX has yielded a comparatively higher 15.03% annualized return.
JAENX
- 1D
- 0.28%
- 1M
- -0.94%
- 6M
- 7.87%
- YTD
- 7.75%
- 1Y
- 12.43%
- 3Y*
- 10.69%
- 5Y*
- 6.43%
- 10Y*
- 12.27%
- ALL TIME*
- 11.16%
AGTHX
- 1D
- 1.92%
- 1M
- -3.25%
- 6M
- 3.77%
- YTD
- 4.39%
- 1Y
- 12.89%
- 3Y*
- 19.66%
- 5Y*
- 10.11%
- 10Y*
- 15.03%
- ALL TIME*
- 12.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JAENX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAENX Janus Henderson Enterprise Fund Class T | 7.75% | 7.52% | 15.12% | 17.86% | -16.12% | 16.89% | 20.26% | 35.07% | -1.04% | 26.30% |
AGTHX American Funds The Growth Fund of America Class A | 4.39% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Correlation
The correlation between JAENX and AGTHX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 1992 | 0.86 |
The correlation between JAENX and AGTHX shifts across timeframes, from 0.75 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JAENX vs. AGTHX — Risk / Return Rank
JAENX
AGTHX
JAENX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund Class T (JAENX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JAENX | AGTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.12 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 0.80 | +0.13 |
| Martin ratioReturn relative to average drawdown | 3.24 | 2.89 | +0.35 |
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Drawdowns
JAENX vs. AGTHX - Drawdown Comparison
The maximum JAENX drawdown since its inception was -79.85%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for JAENX and AGTHX.
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Drawdown Indicators
| JAENX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.85% | -51.91% | -27.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -13.76% | +2.34% |
Max Drawdown (3Y)Largest decline over 3 years | -19.60% | -21.57% | +1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -36.38% | +12.07% |
Max Drawdown (10Y)Largest decline over 10 years | -38.25% | -36.38% | -1.87% |
Current DrawdownCurrent decline from peak | -1.35% | -5.49% | +4.14% |
Average DrawdownAverage peak-to-trough decline | -24.82% | -9.17% | -15.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.80% | -0.53% |
Volatility
JAENX vs. AGTHX - Volatility Comparison
The current volatility for Janus Henderson Enterprise Fund Class T (JAENX) is 3.04%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 4.82%. This indicates that JAENX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAENX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 4.82% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 13.65% | -2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 16.90% | -2.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.73% | 20.52% | -2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.69% | 19.76% | -1.07% |
JAENX vs. AGTHX - Expense Ratio Comparison
JAENX has a 0.91% expense ratio, which is higher than AGTHX's 0.59% expense ratio.
Dividends
JAENX vs. AGTHX - Dividend Comparison
JAENX's dividend yield for the trailing twelve months is around 6.99%, less than AGTHX's 10.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 10.24% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
JAENX Janus Henderson Enterprise Fund Class T | 6.99% | 7.53% | 6.98% | 7.62% | 10.62% | 15.94% | 8.43% | 4.41% | 6.32% | 1.79% | 1.72% | 3.93% |
Frequently Asked Questions
JAENX and AGTHX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGTHX has higher volatility (4.82%) compared to JAENX (3.04%). In terms of maximum drawdown, JAENX dropped -79.85% vs AGTHX's -51.91%.
JAENX currently has the higher Sharpe Ratio (0.74 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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