JANIX vs. FDGRX
Compare and contrast key facts about Janus Henderson Triton Fund (JANIX) and Fidelity Growth Company Fund (FDGRX).
JANIX is managed by Janus Henderson. It was launched on Feb 25, 2005. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANIX or FDGRX.
Key characteristics
| JANIX | FDGRX | |
|---|---|---|
| YTD Return | 17.19% | 36.94% |
| 1Y Return | 28.87% | 46.97% |
| 3Y Return (Ann) | -10.75% | 0.88% |
| 5Y Return (Ann) | -0.67% | 16.38% |
| 10Y Return (Ann) | 1.97% | 13.42% |
| Sharpe Ratio | 1.59 | 2.35 |
| Sortino Ratio | 2.14 | 3.03 |
| Omega Ratio | 1.29 | 1.42 |
| Calmar Ratio | 0.60 | 1.46 |
| Martin Ratio | 10.00 | 11.80 |
| Ulcer Index | 2.72% | 3.86% |
| Daily Std Dev | 17.12% | 19.38% |
| Max Drawdown | -46.00% | -71.50% |
| Current Drawdown | -29.05% | 0.00% |
Correlation
The correlation between JANIX and FDGRX is 0.84, 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
JANIX vs. FDGRX - Performance Comparison
In the year-to-date period, JANIX achieves a 17.19% return, which is significantly lower than FDGRX's 36.94% return. Over the past 10 years, JANIX has underperformed FDGRX with an annualized return of 1.97%, while FDGRX has yielded a comparatively higher 13.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JANIX vs. FDGRX - Expense Ratio Comparison
JANIX has a 0.78% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
JANIX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund (JANIX) and Fidelity Growth Company Fund (FDGRX). 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
JANIX vs. FDGRX - Dividend Comparison
Neither JANIX nor FDGRX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANIX Janus Henderson Triton Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.14% | 0.16% | 0.10% | 0.00% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% | 7.12% |
Drawdowns
JANIX vs. FDGRX - Drawdown Comparison
The maximum JANIX drawdown since its inception was -46.00%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for JANIX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
JANIX vs. FDGRX - Volatility Comparison
The current volatility for Janus Henderson Triton Fund (JANIX) is 4.21%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 5.24%. This indicates that JANIX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.