JANEX vs. VLIFX
Compare and contrast key facts about Janus Henderson Enterprise Fund (JANEX) and Value Line Mid Cap Focused Fund (VLIFX).
JANEX is managed by Janus Henderson. It was launched on Sep 1, 1992. VLIFX is managed by Value Line. It was launched on Mar 1, 1950.
Performance
JANEX vs. VLIFX - Performance Comparison
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JANEX vs. VLIFX - 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% |
VLIFX Value Line Mid Cap Focused Fund | -5.99% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
Returns By Period
The year-to-date returns for both stocks are quite close, with JANEX having a -5.96% return and VLIFX slightly lower at -5.99%. Both investments have delivered pretty close results over the past 10 years, with JANEX having a 11.55% annualized return and VLIFX not far behind at 11.36%.
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%
VLIFX
- 1D
- 2.08%
- 1M
- -8.39%
- YTD
- -5.99%
- 6M
- -8.13%
- 1Y
- -4.75%
- 3Y*
- 5.21%
- 5Y*
- 5.59%
- 10Y*
- 11.36%
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JANEX vs. VLIFX - Expense Ratio Comparison
JANEX has a 0.79% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Return for Risk
JANEX vs. VLIFX — Risk / Return Rank
JANEX
VLIFX
JANEX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund (JANEX) and Value Line Mid Cap Focused Fund (VLIFX). 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 | VLIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | -0.27 | +0.56 |
Sortino ratioReturn per unit of downside risk | 0.55 | -0.28 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.07 | 0.97 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | -0.41 | +0.86 |
Martin ratioReturn relative to average drawdown | 1.56 | -1.33 | +2.89 |
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 | VLIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | -0.27 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.34 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.64 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.38 | +0.05 |
Correlation
The correlation between JANEX and VLIFX is 0.85, 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. VLIFX - Dividend Comparison
JANEX's dividend yield for the trailing twelve months is around 7.99%, more than VLIFX's 2.30% 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% |
VLIFX Value Line Mid Cap Focused Fund | 2.30% | 2.16% | 0.99% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% | 0.00% |
Drawdowns
JANEX vs. VLIFX - Drawdown Comparison
The maximum JANEX drawdown since its inception was -79.85%, which is greater than VLIFX's maximum drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for JANEX and VLIFX.
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Drawdown Indicators
| JANEX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.85% | -61.48% | -18.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -11.81% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.24% | -21.91% | -2.33% |
Max Drawdown (10Y)Largest decline over 10 years | -38.24% | -35.51% | -2.73% |
Current DrawdownCurrent decline from peak | -8.99% | -13.02% | +4.03% |
Average DrawdownAverage peak-to-trough decline | -25.23% | -15.68% | -9.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.67% | -0.07% |
Volatility
JANEX vs. VLIFX - Volatility Comparison
Janus Henderson Enterprise Fund (JANEX) has a higher volatility of 5.41% compared to Value Line Mid Cap Focused Fund (VLIFX) at 4.57%. This indicates that JANEX's price experiences larger fluctuations and is considered to be riskier than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JANEX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 4.57% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 9.86% | +0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 17.00% | +1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.62% | 16.81% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.67% | 17.81% | +0.86% |