JAGIX vs. ANFFX
Compare and contrast key facts about Janus Henderson Growth and Income Fund Class T (JAGIX) and American Funds The New Economy Fund Class F-1 (ANFFX).
JAGIX is a passively managed fund by Janus Henderson that tracks the performance of the S&P 500® Index. It was launched on May 15, 1991. ANFFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
JAGIX vs. ANFFX - Performance Comparison
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JAGIX vs. ANFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAGIX Janus Henderson Growth and Income Fund Class T | -4.87% | 19.94% | 15.12% | 17.93% | -14.35% | 28.83% | 10.23% | 26.86% | -2.06% | 24.10% |
ANFFX American Funds The New Economy Fund Class F-1 | -5.56% | 30.96% | 23.52% | 29.10% | -29.69% | 11.98% | 33.43% | 26.38% | -4.41% | 34.27% |
Returns By Period
In the year-to-date period, JAGIX achieves a -4.87% return, which is significantly higher than ANFFX's -5.56% return. Over the past 10 years, JAGIX has underperformed ANFFX with an annualized return of 12.36%, while ANFFX has yielded a comparatively higher 13.45% annualized return.
JAGIX
- 1D
- 2.74%
- 1M
- -6.11%
- YTD
- -4.87%
- 6M
- -2.96%
- 1Y
- 19.03%
- 3Y*
- 13.96%
- 5Y*
- 9.73%
- 10Y*
- 12.36%
ANFFX
- 1D
- 3.22%
- 1M
- -8.17%
- YTD
- -5.56%
- 6M
- 1.11%
- 1Y
- 30.60%
- 3Y*
- 21.49%
- 5Y*
- 8.66%
- 10Y*
- 13.45%
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JAGIX vs. ANFFX - Expense Ratio Comparison
JAGIX has a 0.87% expense ratio, which is higher than ANFFX's 0.78% expense ratio.
Return for Risk
JAGIX vs. ANFFX — Risk / Return Rank
JAGIX
ANFFX
JAGIX vs. ANFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Growth and Income Fund Class T (JAGIX) and American Funds The New Economy Fund Class F-1 (ANFFX). 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.
| JAGIX | ANFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.51 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.58 | 2.16 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.30 | -0.59 |
Martin ratioReturn relative to average drawdown | 7.42 | 9.72 | -2.30 |
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
| JAGIX | ANFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.51 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.45 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.71 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.48 | +0.11 |
Correlation
The correlation between JAGIX and ANFFX is 0.89, 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
JAGIX vs. ANFFX - Dividend Comparison
JAGIX's dividend yield for the trailing twelve months is around 15.49%, more than ANFFX's 10.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGIX Janus Henderson Growth and Income Fund Class T | 15.49% | 14.89% | 15.23% | 7.79% | 6.59% | 5.49% | 4.14% | 3.68% | 7.89% | 2.87% | 8.82% | 10.49% |
ANFFX American Funds The New Economy Fund Class F-1 | 10.48% | 9.90% | 9.56% | 3.89% | 0.00% | 7.53% | 2.45% | 7.26% | 9.84% | 8.19% | 2.13% | 6.07% |
Drawdowns
JAGIX vs. ANFFX - Drawdown Comparison
The maximum JAGIX drawdown since its inception was -55.64%, roughly equal to the maximum ANFFX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for JAGIX and ANFFX.
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Drawdown Indicators
| JAGIX | ANFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -55.37% | -0.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -13.36% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -26.76% | -37.10% | +10.34% |
Max Drawdown (10Y)Largest decline over 10 years | -35.48% | -37.10% | +1.62% |
Current DrawdownCurrent decline from peak | -7.68% | -10.56% | +2.88% |
Average DrawdownAverage peak-to-trough decline | -11.81% | -11.43% | -0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.16% | -0.44% |
Volatility
JAGIX vs. ANFFX - Volatility Comparison
The current volatility for Janus Henderson Growth and Income Fund Class T (JAGIX) is 5.39%, while American Funds The New Economy Fund Class F-1 (ANFFX) has a volatility of 7.51%. This indicates that JAGIX experiences smaller price fluctuations and is considered to be less risky than ANFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGIX | ANFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 7.51% | -2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 13.55% | -3.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.88% | 20.86% | -1.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 19.21% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 18.99% | -0.37% |