JANWX vs. FBGRX
Compare and contrast key facts about Janus Henderson Global Research Fund (JANWX) and Fidelity Blue Chip Growth Fund (FBGRX).
JANWX is managed by Janus. It was launched on Feb 24, 2005. 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: JANWX or FBGRX.
Key characteristics
| JANWX | FBGRX | |
|---|---|---|
| YTD Return | 18.76% | 23.93% |
| 1Y Return | 29.08% | 38.27% |
| 3Y Return (Ann) | 7.49% | 6.93% |
| 5Y Return (Ann) | 13.28% | 21.36% |
| 10Y Return (Ann) | 10.09% | 17.09% |
| Sharpe Ratio | 1.99 | 1.91 |
| Daily Std Dev | 14.43% | 19.87% |
| Max Drawdown | -34.78% | -57.42% |
| Current Drawdown | -1.47% | -6.37% |
Correlation
The correlation between JANWX and FBGRX is 0.88, 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
JANWX vs. FBGRX - Performance Comparison
In the year-to-date period, JANWX achieves a 18.76% return, which is significantly lower than FBGRX's 23.93% return. Over the past 10 years, JANWX has underperformed FBGRX with an annualized return of 10.09%, while FBGRX has yielded a comparatively higher 17.09% 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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JANWX vs. FBGRX - Expense Ratio Comparison
JANWX has a 0.75% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
JANWX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Research Fund (JANWX) 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
JANWX vs. FBGRX - Dividend Comparison
JANWX's dividend yield for the trailing twelve months is around 4.13%, less than FBGRX's 5.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANWX Janus Henderson Global Research Fund | 4.13% | 4.90% | 4.56% | 11.67% | 3.75% | 4.84% | 6.93% | 0.68% | 0.83% | 0.81% | 1.02% | 0.53% |
FBGRX Fidelity Blue Chip Growth Fund | 5.94% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
JANWX vs. FBGRX - Drawdown Comparison
The maximum JANWX drawdown since its inception was -34.78%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for JANWX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
JANWX vs. FBGRX - Volatility Comparison
The current volatility for Janus Henderson Global Research Fund (JANWX) is 4.37%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.64%. This indicates that JANWX 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.