JANEX vs. JANRX
Compare and contrast key facts about Janus Henderson Enterprise Fund (JANEX) and Janus Henderson Global Select Fund (JANRX).
JANEX is managed by Janus Henderson. It was launched on Sep 1, 1992. JANRX is managed by Janus Henderson. It was launched on Jun 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANEX or JANRX.
Correlation
The correlation between JANEX and JANRX is 0.87, 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. JANRX - Performance Comparison
Key characteristics
JANEX:
-0.23
JANRX:
-0.47
JANEX:
-0.19
JANRX:
-0.50
JANEX:
0.97
JANRX:
0.93
JANEX:
-0.13
JANRX:
-0.37
JANEX:
-0.61
JANRX:
-1.18
JANEX:
7.10%
JANRX:
7.88%
JANEX:
19.07%
JANRX:
19.89%
JANEX:
-38.24%
JANRX:
-44.36%
JANEX:
-30.36%
JANRX:
-18.72%
Returns By Period
In the year-to-date period, JANEX achieves a -9.41% return, which is significantly lower than JANRX's -6.52% return. Over the past 10 years, JANEX has outperformed JANRX with an annualized return of 3.46%, while JANRX has yielded a comparatively lower 2.51% annualized return.
JANEX
-9.41%
-7.18%
-15.54%
-3.21%
1.73%
3.46%
JANRX
-6.52%
-8.01%
-16.76%
-8.20%
6.69%
2.51%
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JANEX vs. JANRX - Expense Ratio Comparison
JANEX has a 0.79% expense ratio, which is lower than JANRX's 0.82% expense ratio.
Risk-Adjusted Performance
JANEX vs. JANRX — Risk-Adjusted Performance Rank
JANEX
JANRX
JANEX vs. JANRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund (JANEX) and Janus Henderson Global Select Fund (JANRX). 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. JANRX - Dividend Comparison
JANEX's dividend yield for the trailing twelve months is around 1.20%, less than JANRX's 11.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANEX Janus Henderson Enterprise Fund | 1.20% | 1.09% | 0.00% | 0.00% | 0.33% | 0.30% | 0.11% | 0.17% | 0.09% | 0.09% | 0.28% | 0.03% |
JANRX Janus Henderson Global Select Fund | 11.17% | 10.44% | 8.62% | 2.81% | 13.04% | 5.11% | 4.37% | 17.07% | 0.86% | 1.14% | 1.08% | 0.72% |
Drawdowns
JANEX vs. JANRX - Drawdown Comparison
The maximum JANEX drawdown since its inception was -38.24%, smaller than the maximum JANRX drawdown of -44.36%. Use the drawdown chart below to compare losses from any high point for JANEX and JANRX. For additional features, visit the drawdowns tool.
Volatility
JANEX vs. JANRX - Volatility Comparison
Janus Henderson Enterprise Fund (JANEX) has a higher volatility of 12.98% compared to Janus Henderson Global Select Fund (JANRX) at 11.81%. This indicates that JANEX's price experiences larger fluctuations and is considered to be riskier than JANRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.