JANEX vs. BFGIX
Compare and contrast key facts about Janus Henderson Enterprise Fund (JANEX) and Baron Focused Growth Fund Institutional Shares (BFGIX).
JANEX is managed by Janus Henderson. It was launched on Sep 1, 1992. BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009.
Performance
JANEX vs. BFGIX - Performance Comparison
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JANEX vs. BFGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JANEX Janus Henderson Enterprise Fund | -8.45% | 7.64% | 15.25% | 17.99% | -16.03% | 17.02% | 20.38% | 35.22% | -0.95% | 26.36% |
BFGIX Baron Focused Growth Fund Institutional Shares | -7.21% | 22.26% | 29.85% | 27.78% | -28.05% | 19.00% | 122.92% | 30.34% | 4.08% | 26.58% |
Returns By Period
In the year-to-date period, JANEX achieves a -8.45% return, which is significantly lower than BFGIX's -7.21% return. Over the past 10 years, JANEX has underperformed BFGIX with an annualized return of 11.25%, while BFGIX has yielded a comparatively higher 20.17% annualized return.
JANEX
- 1D
- -0.36%
- 1M
- -8.30%
- YTD
- -8.45%
- 6M
- -6.83%
- 1Y
- 2.68%
- 3Y*
- 7.30%
- 5Y*
- 4.65%
- 10Y*
- 11.25%
BFGIX
- 1D
- 0.04%
- 1M
- -7.76%
- YTD
- -7.21%
- 6M
- 4.24%
- 1Y
- 23.24%
- 3Y*
- 18.02%
- 5Y*
- 9.99%
- 10Y*
- 20.17%
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JANEX vs. BFGIX - Expense Ratio Comparison
JANEX has a 0.79% expense ratio, which is lower than BFGIX's 1.05% expense ratio.
Return for Risk
JANEX vs. BFGIX — Risk / Return Rank
JANEX
BFGIX
JANEX vs. BFGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund (JANEX) and Baron Focused Growth Fund Institutional Shares (BFGIX). 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.
| JANEX | BFGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.08 | -0.93 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.92 | -1.57 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.25 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.11 | 1.84 | -1.73 |
Martin ratioReturn relative to average drawdown | 0.39 | 7.02 | -6.63 |
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
| JANEX | BFGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.08 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.45 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.85 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.76 | -0.34 |
Correlation
The correlation between JANEX and BFGIX is 0.83, 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
JANEX vs. BFGIX - Dividend Comparison
JANEX's dividend yield for the trailing twelve months is around 8.20%, while BFGIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANEX Janus Henderson Enterprise Fund | 8.20% | 7.51% | 7.00% | 7.52% | 10.51% | 15.98% | 8.46% | 4.45% | 6.38% | 1.78% | 1.64% | 3.64% |
BFGIX Baron Focused Growth Fund Institutional Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.79% | 15.01% | 2.78% | 1.74% | 1.05% | 2.07% | 5.92% | 6.01% |
Drawdowns
JANEX vs. BFGIX - Drawdown Comparison
The maximum JANEX drawdown since its inception was -79.85%, which is greater than BFGIX's maximum drawdown of -43.62%. Use the drawdown chart below to compare losses from any high point for JANEX and BFGIX.
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Drawdown Indicators
| JANEX | BFGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.85% | -43.62% | -36.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -11.96% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -24.24% | -35.71% | +11.47% |
Max Drawdown (10Y)Largest decline over 10 years | -38.24% | -43.62% | +5.38% |
Current DrawdownCurrent decline from peak | -11.40% | -9.66% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -25.23% | -7.89% | -17.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.14% | +0.41% |
Volatility
JANEX vs. BFGIX - Volatility Comparison
Janus Henderson Enterprise Fund (JANEX) and Baron Focused Growth Fund Institutional Shares (BFGIX) have volatilities of 4.44% and 4.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JANEX | BFGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 4.23% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 15.65% | -5.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.51% | 22.99% | -4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 22.58% | -5.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 23.95% | -5.30% |