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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANEX or VLIFX.
Correlation
The correlation between JANEX and VLIFX is 0.92, 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. VLIFX - Performance Comparison
Key characteristics
JANEX:
0.94
VLIFX:
0.68
JANEX:
1.30
VLIFX:
1.03
JANEX:
1.17
VLIFX:
1.12
JANEX:
0.44
VLIFX:
0.97
JANEX:
3.46
VLIFX:
2.72
JANEX:
3.77%
VLIFX:
3.48%
JANEX:
13.93%
VLIFX:
13.81%
JANEX:
-38.24%
VLIFX:
-81.77%
JANEX:
-19.90%
VLIFX:
-4.98%
Returns By Period
In the year-to-date period, JANEX achieves a 4.19% return, which is significantly lower than VLIFX's 4.45% return. Over the past 10 years, JANEX has underperformed VLIFX with an annualized return of 5.57%, while VLIFX has yielded a comparatively higher 9.41% annualized return.
JANEX
4.19%
2.45%
5.24%
13.58%
0.46%
5.57%
VLIFX
4.45%
2.46%
3.90%
10.86%
6.13%
9.41%
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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.
Risk-Adjusted Performance
JANEX vs. VLIFX — Risk-Adjusted Performance Rank
JANEX
VLIFX
JANEX vs. VLIFX - Risk-Adjusted Performance 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.
Dividends
JANEX vs. VLIFX - Dividend Comparison
JANEX's dividend yield for the trailing twelve months is around 1.04%, more than VLIFX's 0.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANEX Janus Henderson Enterprise Fund | 1.04% | 1.09% | 0.00% | 0.00% | 0.33% | 0.30% | 0.11% | 0.17% | 0.09% | 0.09% | 0.28% | 0.03% |
VLIFX Value Line Mid Cap Focused Fund | 0.05% | 0.06% | 0.03% | 0.13% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.08% |
Drawdowns
JANEX vs. VLIFX - Drawdown Comparison
The maximum JANEX drawdown since its inception was -38.24%, smaller than the maximum VLIFX drawdown of -81.77%. Use the drawdown chart below to compare losses from any high point for JANEX and VLIFX. For additional features, visit the drawdowns tool.
Volatility
JANEX vs. VLIFX - Volatility Comparison
Janus Henderson Enterprise Fund (JANEX) and Value Line Mid Cap Focused Fund (VLIFX) have volatilities of 3.60% and 3.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.