JANEX vs. IMCG
Compare and contrast key facts about Janus Henderson Enterprise Fund (JANEX) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
JANEX is managed by Janus Henderson. It was launched on Sep 1, 1992. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANEX or IMCG.
Correlation
The correlation between JANEX and IMCG 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. IMCG - Performance Comparison
Key characteristics
JANEX:
0.74
IMCG:
1.48
JANEX:
1.04
IMCG:
2.04
JANEX:
1.14
IMCG:
1.26
JANEX:
0.34
IMCG:
1.29
JANEX:
3.58
IMCG:
7.48
JANEX:
2.94%
IMCG:
2.88%
JANEX:
14.22%
IMCG:
14.58%
JANEX:
-38.24%
IMCG:
-58.96%
JANEX:
-22.57%
IMCG:
-4.69%
Returns By Period
In the year-to-date period, JANEX achieves a 9.91% return, which is significantly lower than IMCG's 21.18% return. Over the past 10 years, JANEX has underperformed IMCG with an annualized return of 5.22%, while IMCG has yielded a comparatively higher 12.11% annualized return.
JANEX
9.91%
-8.79%
4.47%
10.55%
0.34%
5.22%
IMCG
21.18%
-2.73%
14.40%
21.54%
12.72%
12.11%
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JANEX vs. IMCG - Expense Ratio Comparison
JANEX has a 0.79% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Risk-Adjusted Performance
JANEX vs. IMCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund (JANEX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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. IMCG - Dividend Comparison
JANEX has not paid dividends to shareholders, while IMCG's dividend yield for the trailing twelve months is around 0.76%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANEX 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% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.76% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% | 0.60% | 0.36% |
Drawdowns
JANEX vs. IMCG - Drawdown Comparison
The maximum JANEX drawdown since its inception was -38.24%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for JANEX and IMCG. For additional features, visit the drawdowns tool.
Volatility
JANEX vs. IMCG - Volatility Comparison
Janus Henderson Enterprise Fund (JANEX) has a higher volatility of 7.42% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 5.32%. This indicates that JANEX's price experiences larger fluctuations and is considered to be riskier than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.