JANEX vs. EAASX
Compare and contrast key facts about Janus Henderson Enterprise Fund (JANEX) and Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX).
JANEX is managed by Janus Henderson. It was launched on Sep 1, 1992. EAASX is managed by Eaton Vance. It was launched on Apr 30, 2002.
Performance
JANEX vs. EAASX - Performance Comparison
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JANEX vs. EAASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JANEX Janus Henderson Enterprise Fund | -5.96% | 7.64% | 15.25% | 17.99% | -16.03% | 17.02% | 20.38% | 35.22% | -0.95% | 26.36% |
EAASX Eaton Vance Atlanta Capital SMID-Cap Fund Class A | -4.85% | -5.90% | 17.89% | 13.72% | -8.98% | 21.66% | 11.03% | 34.03% | -5.79% | 24.40% |
Returns By Period
In the year-to-date period, JANEX achieves a -5.96% return, which is significantly lower than EAASX's -4.85% return. Over the past 10 years, JANEX has outperformed EAASX with an annualized return of 11.55%, while EAASX has yielded a comparatively lower 9.46% annualized return.
JANEX
- 1D
- 2.72%
- 1M
- -5.69%
- YTD
- -5.96%
- 6M
- -3.90%
- 1Y
- 5.14%
- 3Y*
- 8.26%
- 5Y*
- 4.89%
- 10Y*
- 11.55%
EAASX
- 1D
- 2.05%
- 1M
- -8.01%
- YTD
- -4.85%
- 6M
- -5.36%
- 1Y
- -6.50%
- 3Y*
- 5.96%
- 5Y*
- 3.86%
- 10Y*
- 9.46%
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JANEX vs. EAASX - Expense Ratio Comparison
JANEX has a 0.79% expense ratio, which is lower than EAASX's 1.14% expense ratio.
Return for Risk
JANEX vs. EAASX — Risk / Return Rank
JANEX
EAASX
JANEX vs. EAASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund (JANEX) and Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX). 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 | EAASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | -0.32 | +0.61 |
Sortino ratioReturn per unit of downside risk | 0.55 | -0.35 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.07 | 0.96 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | -0.37 | +0.82 |
Martin ratioReturn relative to average drawdown | 1.56 | -0.85 | +2.41 |
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 | EAASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | -0.32 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.23 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.50 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.65 | -0.22 |
Correlation
The correlation between JANEX and EAASX 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.
Dividends
JANEX vs. EAASX - Dividend Comparison
JANEX's dividend yield for the trailing twelve months is around 7.99%, less than EAASX's 8.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANEX Janus Henderson Enterprise Fund | 7.99% | 7.51% | 7.00% | 7.52% | 10.51% | 15.98% | 8.46% | 4.45% | 6.38% | 1.78% | 1.64% | 3.64% |
EAASX Eaton Vance Atlanta Capital SMID-Cap Fund Class A | 8.14% | 7.75% | 8.22% | 3.08% | 12.28% | 12.19% | 11.17% | 7.09% | 8.01% | 3.64% | 3.93% | 7.29% |
Drawdowns
JANEX vs. EAASX - Drawdown Comparison
The maximum JANEX drawdown since its inception was -79.85%, which is greater than EAASX's maximum drawdown of -39.96%. Use the drawdown chart below to compare losses from any high point for JANEX and EAASX.
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Drawdown Indicators
| JANEX | EAASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.85% | -39.96% | -39.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -14.82% | +2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.24% | -19.95% | -4.29% |
Max Drawdown (10Y)Largest decline over 10 years | -38.24% | -39.96% | +1.72% |
Current DrawdownCurrent decline from peak | -8.99% | -15.64% | +6.65% |
Average DrawdownAverage peak-to-trough decline | -25.23% | -4.39% | -20.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 6.49% | -2.89% |
Volatility
JANEX vs. EAASX - Volatility Comparison
Janus Henderson Enterprise Fund (JANEX) has a higher volatility of 5.41% compared to Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) at 4.83%. This indicates that JANEX's price experiences larger fluctuations and is considered to be riskier than EAASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JANEX | EAASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 4.83% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 11.32% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 18.98% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.62% | 17.13% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.67% | 18.85% | -0.18% |