JARTX vs. VIGAX
Compare and contrast key facts about Janus Henderson Forty Fund (JARTX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
JARTX is managed by Janus Henderson. It was launched on May 1, 1997. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
JARTX vs. VIGAX - Performance Comparison
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JARTX vs. VIGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JARTX Janus Henderson Forty Fund | -16.07% | 17.88% | 27.76% | 39.50% | -33.81% | 22.30% | 38.69% | 36.30% | 1.10% | 29.05% |
VIGAX Vanguard Growth Index Fund Admiral Shares | -13.83% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Returns By Period
In the year-to-date period, JARTX achieves a -16.07% return, which is significantly lower than VIGAX's -13.83% return. Over the past 10 years, JARTX has underperformed VIGAX with an annualized return of 13.90%, while VIGAX has yielded a comparatively higher 15.56% annualized return.
JARTX
- 1D
- -0.49%
- 1M
- -8.91%
- YTD
- -16.07%
- 6M
- -15.92%
- 1Y
- 8.52%
- 3Y*
- 15.66%
- 5Y*
- 7.00%
- 10Y*
- 13.90%
VIGAX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.72%
- 3Y*
- 19.56%
- 5Y*
- 10.93%
- 10Y*
- 15.56%
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JARTX vs. VIGAX - Expense Ratio Comparison
JARTX has a 1.20% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Return for Risk
JARTX vs. VIGAX — Risk / Return Rank
JARTX
VIGAX
JARTX vs. VIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Forty Fund (JARTX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.
| JARTX | VIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 0.61 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.66 | 1.04 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.15 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 0.66 | -0.40 |
Martin ratioReturn relative to average drawdown | 0.87 | 2.37 | -1.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JARTX | VIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 0.61 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.49 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.73 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.43 | +0.12 |
Correlation
The correlation between JARTX and VIGAX is 0.93, 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.
Dividends
JARTX vs. VIGAX - Dividend Comparison
JARTX's dividend yield for the trailing twelve months is around 16.27%, more than VIGAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JARTX Janus Henderson Forty Fund | 16.27% | 13.65% | 11.51% | 9.10% | 0.06% | 10.26% | 8.38% | 7.05% | 8.95% | 14.50% | 6.57% | 15.93% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.46% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Drawdowns
JARTX vs. VIGAX - Drawdown Comparison
The maximum JARTX drawdown since its inception was -56.70%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for JARTX and VIGAX.
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Drawdown Indicators
| JARTX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.70% | -50.66% | -6.04% |
Max Drawdown (1Y)Largest decline over 1 year | -19.19% | -16.51% | -2.68% |
Max Drawdown (5Y)Largest decline over 5 years | -41.09% | -35.63% | -5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -41.09% | -35.63% | -5.46% |
Current DrawdownCurrent decline from peak | -19.19% | -16.51% | -2.68% |
Average DrawdownAverage peak-to-trough decline | -16.91% | -12.02% | -4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 4.57% | +0.96% |
Volatility
JARTX vs. VIGAX - Volatility Comparison
Janus Henderson Forty Fund (JARTX) has a higher volatility of 6.14% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 5.52%. This indicates that JARTX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JARTX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 5.52% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 13.00% | 12.10% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.54% | 22.69% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.90% | 22.30% | -0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.33% | 21.49% | -0.16% |