JANEX vs. DRMCX
Compare and contrast key facts about Janus Henderson Enterprise Fund (JANEX) and Virtus Mid-Cap Growth Fund (DRMCX).
JANEX is managed by Janus Henderson. It was launched on Sep 1, 1992. DRMCX is managed by Allianz Global Investors. It was launched on Nov 6, 1979.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANEX or DRMCX.
Correlation
The correlation between JANEX and DRMCX is 0.91, 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
JANEX vs. DRMCX - Performance Comparison
Key characteristics
JANEX:
0.73
DRMCX:
1.41
JANEX:
1.02
DRMCX:
1.95
JANEX:
1.14
DRMCX:
1.25
JANEX:
0.33
DRMCX:
0.42
JANEX:
3.60
DRMCX:
7.92
JANEX:
2.88%
DRMCX:
3.02%
JANEX:
14.24%
DRMCX:
17.05%
JANEX:
-38.24%
DRMCX:
-87.23%
JANEX:
-23.09%
DRMCX:
-45.46%
Returns By Period
In the year-to-date period, JANEX achieves a 9.18% return, which is significantly lower than DRMCX's 23.16% return. Over the past 10 years, JANEX has outperformed DRMCX with an annualized return of 5.15%, while DRMCX has yielded a comparatively lower 4.57% annualized return.
JANEX
9.18%
-9.39%
3.49%
9.82%
0.24%
5.15%
DRMCX
23.16%
-3.69%
12.76%
23.41%
5.78%
4.57%
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JANEX vs. DRMCX - Expense Ratio Comparison
JANEX has a 0.79% expense ratio, which is lower than DRMCX's 0.83% expense ratio.
Risk-Adjusted Performance
JANEX vs. DRMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund (JANEX) and Virtus Mid-Cap Growth Fund (DRMCX). 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
JANEX vs. DRMCX - Dividend Comparison
Neither JANEX nor DRMCX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Janus Henderson Enterprise Fund | 0.00% | 0.00% | 0.00% | 0.33% | 0.30% | 0.11% | 0.17% | 0.09% | 0.09% | 0.28% | 0.03% | 0.14% |
Virtus Mid-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JANEX vs. DRMCX - Drawdown Comparison
The maximum JANEX drawdown since its inception was -38.24%, smaller than the maximum DRMCX drawdown of -87.23%. Use the drawdown chart below to compare losses from any high point for JANEX and DRMCX. For additional features, visit the drawdowns tool.
Volatility
JANEX vs. DRMCX - Volatility Comparison
Janus Henderson Enterprise Fund (JANEX) has a higher volatility of 7.46% compared to Virtus Mid-Cap Growth Fund (DRMCX) at 5.96%. This indicates that JANEX's price experiences larger fluctuations and is considered to be riskier than DRMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.