JANEX vs. VIMCX

In the year-to-date period, JANEX achieves a 9.18% return, which is significantly higher than VIMCX's 6.36% return. Over the past 10 years, JANEX has underperformed VIMCX with an annualized return of 5.15%, while VIMCX has yielded a comparatively higher 10.62% annualized return.

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JANEX has a 0.79% expense ratio, which is lower than VIMCX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund (JANEX) and Virtus KAR Mid-Cap Core Fund (VIMCX). 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.

The current JANEX Sharpe Ratio is 0.73, which is comparable to the VIMCX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of JANEX and VIMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither JANEX nor VIMCX has paid dividends to shareholders.

The maximum JANEX drawdown since its inception was -38.24%, which is greater than VIMCX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for JANEX and VIMCX. For additional features, visit the drawdowns tool.

Janus Henderson Enterprise Fund (JANEX) has a higher volatility of 7.46% compared to Virtus KAR Mid-Cap Core Fund (VIMCX) at 4.33%. This indicates that JANEX's price experiences larger fluctuations and is considered to be riskier than VIMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.