JAGIX vs. JANIX
Compare and contrast key facts about Janus Henderson Growth and Income Fund Class T (JAGIX) and Janus Henderson Triton Fund (JANIX).
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. JANIX is managed by Janus Henderson. It was launched on Feb 25, 2005.
Performance
JAGIX vs. JANIX - Performance Comparison
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JAGIX vs. JANIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAGIX Janus Henderson Growth and Income Fund Class T | -7.41% | 19.94% | 15.12% | 17.93% | -14.35% | 28.83% | 10.23% | 26.86% | -2.06% | 24.10% |
JANIX Janus Henderson Triton Fund | -5.08% | 9.66% | 10.40% | 14.68% | -23.65% | 6.76% | 28.56% | 28.42% | -5.15% | 27.01% |
Returns By Period
In the year-to-date period, JAGIX achieves a -7.41% return, which is significantly lower than JANIX's -5.08% return. Over the past 10 years, JAGIX has outperformed JANIX with an annualized return of 12.06%, while JANIX has yielded a comparatively lower 8.94% annualized return.
JAGIX
- 1D
- -0.51%
- 1M
- -8.95%
- YTD
- -7.41%
- 6M
- -5.05%
- 1Y
- 16.17%
- 3Y*
- 12.94%
- 5Y*
- 9.33%
- 10Y*
- 12.06%
JANIX
- 1D
- -1.03%
- 1M
- -9.04%
- YTD
- -5.08%
- 6M
- -0.60%
- 1Y
- 11.78%
- 3Y*
- 7.38%
- 5Y*
- 1.33%
- 10Y*
- 8.94%
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JAGIX vs. JANIX - Expense Ratio Comparison
JAGIX has a 0.87% expense ratio, which is higher than JANIX's 0.78% expense ratio.
Return for Risk
JAGIX vs. JANIX — Risk / Return Rank
JAGIX
JANIX
JAGIX vs. JANIX - 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 Janus Henderson Triton Fund (JANIX). 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 | JANIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.54 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.42 | 0.91 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.12 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 0.67 | +0.56 |
Martin ratioReturn relative to average drawdown | 5.41 | 2.82 | +2.59 |
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 | JANIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.54 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.07 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.44 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.45 | +0.13 |
Correlation
The correlation between JAGIX and JANIX 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
JAGIX vs. JANIX - Dividend Comparison
JAGIX's dividend yield for the trailing twelve months is around 15.92%, more than JANIX's 11.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGIX Janus Henderson Growth and Income Fund Class T | 15.92% | 14.89% | 15.23% | 7.79% | 6.59% | 5.49% | 4.14% | 3.68% | 7.89% | 2.87% | 8.82% | 10.49% |
JANIX Janus Henderson Triton Fund | 11.83% | 11.23% | 7.57% | 7.15% | 6.24% | 20.40% | 4.12% | 4.26% | 7.50% | 5.08% | 2.74% | 7.76% |
Drawdowns
JAGIX vs. JANIX - Drawdown Comparison
The maximum JAGIX drawdown since its inception was -55.64%, smaller than the maximum JANIX drawdown of -62.76%. Use the drawdown chart below to compare losses from any high point for JAGIX and JANIX.
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Drawdown Indicators
| JAGIX | JANIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -62.76% | +7.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -13.22% | +1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -26.76% | -31.80% | +5.04% |
Max Drawdown (10Y)Largest decline over 10 years | -35.48% | -39.70% | +4.22% |
Current DrawdownCurrent decline from peak | -10.14% | -11.05% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -11.81% | -10.10% | -1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 3.14% | -0.46% |
Volatility
JAGIX vs. JANIX - Volatility Comparison
The current volatility for Janus Henderson Growth and Income Fund Class T (JAGIX) is 4.37%, while Janus Henderson Triton Fund (JANIX) has a volatility of 6.07%. This indicates that JAGIX experiences smaller price fluctuations and is considered to be less risky than JANIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGIX | JANIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 6.07% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 11.33% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.73% | 20.13% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.08% | 19.45% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.60% | 20.50% | -1.90% |