JANBX vs. CVTRX
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 0.95, 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
Key characteristics
JANBX:
0.24
CVTRX:
0.27
JANBX:
0.41
CVTRX:
0.48
JANBX:
1.06
CVTRX:
1.07
JANBX:
0.21
CVTRX:
0.24
JANBX:
0.65
CVTRX:
0.82
JANBX:
4.99%
CVTRX:
5.52%
JANBX:
13.58%
CVTRX:
16.98%
JANBX:
-23.57%
CVTRX:
-48.16%
JANBX:
-9.60%
CVTRX:
-11.42%
Returns By Period
In the year-to-date period, JANBX achieves a -2.39% return, which is significantly higher than CVTRX's -5.14% return. Both investments have delivered pretty close results over the past 10 years, with JANBX having a 5.35% annualized return and CVTRX not far behind at 5.23%.
JANBX
-2.39%
-1.50%
-6.31%
4.00%
6.94%
5.35%
CVTRX
-5.14%
-2.16%
-6.73%
5.04%
9.02%
5.23%
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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.
Risk-Adjusted Performance
JANBX vs. CVTRX — Risk-Adjusted Performance Rank
JANBX
CVTRX
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.
Dividends
JANBX vs. CVTRX - Dividend Comparison
JANBX's dividend yield for the trailing twelve months is around 2.11%, more than CVTRX's 0.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANBX Janus Henderson Balanced Fund | 2.11% | 2.09% | 2.25% | 1.10% | 0.84% | 1.36% | 1.80% | 1.91% | 1.91% | 2.17% | 1.68% | 1.91% |
CVTRX Calamos Growth and Income Fund | 0.75% | 0.73% | 0.64% | 1.19% | 0.53% | 1.04% | 1.23% | 1.88% | 1.55% | 3.25% | 3.57% | 1.31% |
Drawdowns
JANBX vs. CVTRX - Drawdown Comparison
The maximum JANBX drawdown since its inception was -23.57%, smaller than the maximum CVTRX drawdown of -48.16%. Use the drawdown chart below to compare losses from any high point for JANBX and CVTRX. For additional features, visit the drawdowns tool.
Volatility
JANBX vs. CVTRX - Volatility Comparison
The current volatility for Janus Henderson Balanced Fund (JANBX) is 8.93%, while Calamos Growth and Income Fund (CVTRX) has a volatility of 11.89%. This indicates that JANBX experiences smaller price fluctuations and is considered to be less risky than CVTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.