JANFX vs. VWELX
Compare and contrast key facts about Janus Henderson Flexible Bond Fund (JANFX) and Vanguard Wellington Fund Investor Shares (VWELX).
JANFX is managed by Janus Henderson. It was launched on Jul 7, 1987. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANFX or VWELX.
Correlation
The correlation between JANFX and VWELX is -0.12. 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. VWELX - Performance Comparison
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Key characteristics
JANFX:
0.98
VWELX:
0.12
JANFX:
1.39
VWELX:
0.24
JANFX:
1.16
VWELX:
1.04
JANFX:
0.44
VWELX:
0.10
JANFX:
2.47
VWELX:
0.26
JANFX:
2.13%
VWELX:
6.67%
JANFX:
5.64%
VWELX:
15.23%
JANFX:
-18.39%
VWELX:
-38.77%
JANFX:
-6.51%
VWELX:
-8.79%
Returns By Period
The year-to-date returns for both stocks are quite close, with JANFX having a 1.61% return and VWELX slightly lower at 1.57%. Over the past 10 years, JANFX has underperformed VWELX with an annualized return of 1.71%, while VWELX has yielded a comparatively higher 3.62% annualized return.
JANFX
1.61%
1.18%
1.71%
5.49%
0.07%
1.71%
VWELX
1.57%
6.63%
-7.34%
1.75%
4.80%
3.62%
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JANFX vs. VWELX - Expense Ratio Comparison
JANFX has a 0.57% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
JANFX vs. VWELX — Risk-Adjusted Performance Rank
JANFX
VWELX
JANFX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Flexible Bond Fund (JANFX) and Vanguard Wellington Fund Investor Shares (VWELX). 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.
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Dividends
JANFX vs. VWELX - Dividend Comparison
JANFX's dividend yield for the trailing twelve months is around 4.98%, more than VWELX's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANFX Janus Henderson Flexible Bond Fund | 4.98% | 4.96% | 4.06% | 2.69% | 1.97% | 2.45% | 2.96% | 3.10% | 2.92% | 2.73% | 2.63% | 3.01% |
VWELX Vanguard Wellington Fund Investor Shares | 2.29% | 2.27% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% |
Drawdowns
JANFX vs. VWELX - Drawdown Comparison
The maximum JANFX drawdown since its inception was -18.39%, smaller than the maximum VWELX drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for JANFX and VWELX. For additional features, visit the drawdowns tool.
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Volatility
JANFX vs. VWELX - Volatility Comparison
The current volatility for Janus Henderson Flexible Bond Fund (JANFX) is 1.59%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 3.93%. This indicates that JANFX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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