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JANBX vs. CVTRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

JANBX vs. CVTRX

Last updated May 12, 2025

Compare and contrast key facts about Janus Henderson Balanced Fund (JANBX) and Calamos Growth and Income Fund (CVTRX).

JANBX is managed by Janus Henderson. It was launched on Aug 31, 1992. CVTRX is managed by Calamos. It was launched on Sep 21, 1988.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANBX or CVTRX.

Correlation

The correlation between JANBX and CVTRX is 0.80, 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

JANBX vs. CVTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Balanced Fund (JANBX) and Calamos Growth and Income Fund (CVTRX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

JANBX:

6.54%

CVTRX:

6.96%

Max Drawdown

JANBX:

-0.46%

CVTRX:

-0.53%

Current Drawdown

JANBX:

-0.09%

CVTRX:

-0.02%

Returns By Period

JANBX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CVTRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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JANBX vs. CVTRX - Expense Ratio Comparison

JANBX has a 0.70% expense ratio, which is lower than CVTRX's 1.05% expense ratio.

CVTRX
Calamos Growth and Income Fund
JANBX
Janus Henderson Balanced Fund

Risk-Adjusted Performance

JANBX vs. CVTRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
JANBX
The Risk-Adjusted Performance Rank of JANBX is 3939
Overall Rank
The Sharpe Ratio Rank of JANBX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of JANBX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of JANBX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of JANBX is 4343
Calmar Ratio Rank
The Martin Ratio Rank of JANBX is 3737
Martin Ratio Rank
CVTRX
The Risk-Adjusted Performance Rank of CVTRX is 6464
Overall Rank
The Sharpe Ratio Rank of CVTRX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of CVTRX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of CVTRX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of CVTRX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of CVTRX is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JANBX vs. CVTRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Balanced Fund (JANBX) and Calamos Growth and Income Fund (CVTRX). 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.

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Dividends

JANBX vs. CVTRX - Dividend Comparison

JANBX's dividend yield for the trailing twelve months is around 6.99%, more than CVTRX's 0.73% yield.

TTM20242023202220212020201920182017201620152014
JANBX
Janus Henderson Balanced Fund		6.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CVTRX
Calamos Growth and Income Fund		0.73%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

JANBX vs. CVTRX - Drawdown Comparison

The maximum JANBX drawdown since its inception was -0.46%, smaller than the maximum CVTRX drawdown of -0.53%. Use the drawdown chart below to compare losses from any high point for JANBX and CVTRX. For additional features, visit the drawdowns tool.

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Volatility

JANBX vs. CVTRX - Volatility Comparison

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