JANFX vs. FBGRX
Compare and contrast key facts about Janus Henderson Flexible Bond Fund (JANFX) and Fidelity Blue Chip Growth Fund (FBGRX).
JANFX is managed by Janus Henderson. It was launched on Jul 7, 1987. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANFX or FBGRX.
Correlation
The correlation between JANFX and FBGRX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
JANFX vs. FBGRX - Performance Comparison
Key characteristics
JANFX:
0.65
FBGRX:
1.16
JANFX:
0.94
FBGRX:
1.62
JANFX:
1.11
FBGRX:
1.22
JANFX:
0.28
FBGRX:
1.61
JANFX:
1.76
FBGRX:
4.87
JANFX:
2.10%
FBGRX:
4.98%
JANFX:
5.71%
FBGRX:
20.94%
JANFX:
-18.39%
FBGRX:
-55.96%
JANFX:
-7.10%
FBGRX:
-2.84%
Returns By Period
In the year-to-date period, JANFX achieves a 0.96% return, which is significantly lower than FBGRX's 1.94% return. Over the past 10 years, JANFX has underperformed FBGRX with an annualized return of 1.66%, while FBGRX has yielded a comparatively higher 13.45% annualized return.
JANFX
0.96%
1.51%
0.03%
4.26%
0.23%
1.66%
FBGRX
1.94%
0.24%
14.27%
23.25%
15.02%
13.45%
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JANFX vs. FBGRX - Expense Ratio Comparison
JANFX has a 0.57% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
JANFX vs. FBGRX — Risk-Adjusted Performance Rank
JANFX
FBGRX
JANFX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Flexible Bond Fund (JANFX) and Fidelity Blue Chip Growth Fund (FBGRX). 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
JANFX vs. FBGRX - Dividend Comparison
JANFX's dividend yield for the trailing twelve months is around 4.95%, more than FBGRX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANFX Janus Henderson Flexible Bond Fund | 4.95% | 4.96% | 4.06% | 2.69% | 1.97% | 2.45% | 2.96% | 3.10% | 2.92% | 2.73% | 2.63% | 3.01% |
FBGRX Fidelity Blue Chip Growth Fund | 0.23% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
JANFX vs. FBGRX - Drawdown Comparison
The maximum JANFX drawdown since its inception was -18.39%, smaller than the maximum FBGRX drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for JANFX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
JANFX vs. FBGRX - Volatility Comparison
The current volatility for Janus Henderson Flexible Bond Fund (JANFX) is 1.52%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.81%. This indicates that JANFX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.