JAENX vs. RIPIX
Compare and contrast key facts about Janus Henderson Enterprise Fund Class T (JAENX) and Royce International Premier Fund Institutional Class (RIPIX).
JAENX is an actively managed fund by Janus Henderson. It was launched on Sep 1, 1992. RIPIX is managed by Royce Investment Partners.
Performance
JAENX vs. RIPIX - Performance Comparison
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JAENX vs. RIPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JAENX Janus Henderson Enterprise Fund Class T | -8.48% | 7.52% | 15.12% | 17.86% | -16.12% | 16.89% | 20.26% | 35.07% | -7.75% |
RIPIX Royce International Premier Fund Institutional Class | -9.90% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
Returns By Period
In the year-to-date period, JAENX achieves a -8.48% return, which is significantly higher than RIPIX's -9.90% return.
JAENX
- 1D
- -0.36%
- 1M
- -8.31%
- YTD
- -8.48%
- 6M
- -6.89%
- 1Y
- 2.56%
- 3Y*
- 7.18%
- 5Y*
- 4.54%
- 10Y*
- 11.15%
RIPIX
- 1D
- -0.44%
- 1M
- -10.68%
- YTD
- -9.90%
- 6M
- -12.89%
- 1Y
- -0.99%
- 3Y*
- -2.49%
- 5Y*
- -4.59%
- 10Y*
- —
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JAENX vs. RIPIX - Expense Ratio Comparison
JAENX has a 0.91% expense ratio, which is lower than RIPIX's 1.04% expense ratio.
Return for Risk
JAENX vs. RIPIX — Risk / Return Rank
JAENX
RIPIX
JAENX vs. RIPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund Class T (JAENX) and Royce International Premier Fund Institutional Class (RIPIX). 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.
| JAENX | RIPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | -0.14 | +0.28 |
Sortino ratioReturn per unit of downside risk | 0.34 | -0.09 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.05 | 0.99 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | -0.19 | +0.29 |
Martin ratioReturn relative to average drawdown | 0.35 | -0.51 | +0.86 |
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
| JAENX | RIPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | -0.14 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | -0.30 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.04 | +0.44 |
Correlation
The correlation between JAENX and RIPIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JAENX vs. RIPIX - Dividend Comparison
JAENX's dividend yield for the trailing twelve months is around 8.23%, more than RIPIX's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAENX Janus Henderson Enterprise Fund Class T | 8.23% | 7.53% | 6.98% | 7.62% | 10.62% | 15.94% | 8.43% | 4.41% | 6.32% | 1.79% | 1.72% | 3.93% |
RIPIX Royce International Premier Fund Institutional Class | 1.62% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% | 0.00% | 0.00% |
Drawdowns
JAENX vs. RIPIX - Drawdown Comparison
The maximum JAENX drawdown since its inception was -79.85%, which is greater than RIPIX's maximum drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for JAENX and RIPIX.
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Drawdown Indicators
| JAENX | RIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.85% | -41.89% | -37.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -16.38% | +3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -41.89% | +17.58% |
Max Drawdown (10Y)Largest decline over 10 years | -38.25% | — | — |
Current DrawdownCurrent decline from peak | -11.42% | -33.58% | +22.16% |
Average DrawdownAverage peak-to-trough decline | -25.05% | -17.83% | -7.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 6.03% | -2.47% |
Volatility
JAENX vs. RIPIX - Volatility Comparison
The current volatility for Janus Henderson Enterprise Fund Class T (JAENX) is 4.45%, while Royce International Premier Fund Institutional Class (RIPIX) has a volatility of 5.45%. This indicates that JAENX experiences smaller price fluctuations and is considered to be less risky than RIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAENX | RIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 5.45% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 9.22% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.51% | 13.61% | +4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 15.26% | +2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 16.14% | +2.51% |