JANFX vs. SPHIX
Compare and contrast key facts about Janus Henderson Flexible Bond Fund (JANFX) and Fidelity High Income Fund (SPHIX).
JANFX is managed by Janus Henderson. It was launched on Jul 7, 1987. SPHIX is managed by Fidelity. It was launched on Aug 29, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANFX or SPHIX.
Correlation
The correlation between JANFX and SPHIX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JANFX vs. SPHIX - Performance Comparison
Key characteristics
JANFX:
0.85
SPHIX:
3.26
JANFX:
1.24
SPHIX:
5.40
JANFX:
1.15
SPHIX:
1.78
JANFX:
0.37
SPHIX:
4.85
JANFX:
2.26
SPHIX:
20.55
JANFX:
2.14%
SPHIX:
0.49%
JANFX:
5.65%
SPHIX:
3.11%
JANFX:
-18.39%
SPHIX:
-31.35%
JANFX:
-7.31%
SPHIX:
-0.13%
Returns By Period
In the year-to-date period, JANFX achieves a 0.74% return, which is significantly lower than SPHIX's 0.89% return. Over the past 10 years, JANFX has underperformed SPHIX with an annualized return of 1.69%, while SPHIX has yielded a comparatively higher 4.21% annualized return.
JANFX
0.74%
0.96%
-1.02%
4.94%
0.14%
1.69%
SPHIX
0.89%
0.38%
4.02%
10.30%
2.80%
4.21%
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JANFX vs. SPHIX - Expense Ratio Comparison
JANFX has a 0.57% expense ratio, which is lower than SPHIX's 0.70% expense ratio.
Risk-Adjusted Performance
JANFX vs. SPHIX — Risk-Adjusted Performance Rank
JANFX
SPHIX
JANFX vs. SPHIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Flexible Bond Fund (JANFX) and Fidelity High Income Fund (SPHIX). 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. SPHIX - Dividend Comparison
JANFX's dividend yield for the trailing twelve months is around 4.96%, less than SPHIX's 5.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANFX Janus Henderson Flexible Bond Fund | 4.96% | 4.96% | 4.06% | 2.69% | 1.97% | 2.45% | 2.96% | 3.10% | 2.92% | 2.73% | 2.63% | 3.01% |
SPHIX Fidelity High Income Fund | 5.58% | 6.09% | 5.43% | 5.17% | 4.74% | 4.71% | 5.11% | 6.00% | 5.40% | 5.45% | 6.26% | 6.97% |
Drawdowns
JANFX vs. SPHIX - Drawdown Comparison
The maximum JANFX drawdown since its inception was -18.39%, smaller than the maximum SPHIX drawdown of -31.35%. Use the drawdown chart below to compare losses from any high point for JANFX and SPHIX. For additional features, visit the drawdowns tool.
Volatility
JANFX vs. SPHIX - Volatility Comparison
Janus Henderson Flexible Bond Fund (JANFX) has a higher volatility of 1.38% compared to Fidelity High Income Fund (SPHIX) at 0.65%. This indicates that JANFX's price experiences larger fluctuations and is considered to be riskier than SPHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.