JARTX vs. VRGWX
Compare and contrast key facts about Janus Henderson Forty Fund (JARTX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX).
JARTX is managed by Janus Henderson. It was launched on May 1, 1997. VRGWX is managed by Vanguard. It was launched on Dec 6, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JARTX or VRGWX.
Correlation
The correlation between JARTX and VRGWX is 0.95, 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
JARTX vs. VRGWX - Performance Comparison
Key characteristics
JARTX:
0.47
VRGWX:
1.48
JARTX:
0.69
VRGWX:
1.99
JARTX:
1.11
VRGWX:
1.27
JARTX:
0.39
VRGWX:
2.01
JARTX:
1.51
VRGWX:
7.56
JARTX:
6.02%
VRGWX:
3.50%
JARTX:
19.29%
VRGWX:
17.92%
JARTX:
-58.58%
VRGWX:
-32.70%
JARTX:
-14.63%
VRGWX:
-3.19%
Returns By Period
In the year-to-date period, JARTX achieves a 1.91% return, which is significantly higher than VRGWX's 0.89% return. Over the past 10 years, JARTX has underperformed VRGWX with an annualized return of 4.69%, while VRGWX has yielded a comparatively higher 16.28% annualized return.
JARTX
1.91%
-2.40%
-3.87%
5.92%
5.48%
4.69%
VRGWX
0.89%
-2.59%
10.30%
22.96%
17.63%
16.28%
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JARTX vs. VRGWX - Expense Ratio Comparison
JARTX has a 1.20% expense ratio, which is higher than VRGWX's 0.07% expense ratio.
Risk-Adjusted Performance
JARTX vs. VRGWX — Risk-Adjusted Performance Rank
JARTX
VRGWX
JARTX vs. VRGWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Forty Fund (JARTX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX). 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
JARTX vs. VRGWX - Dividend Comparison
JARTX has not paid dividends to shareholders, while VRGWX's dividend yield for the trailing twelve months is around 0.56%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JARTX Janus Henderson Forty Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.56% | 0.56% | 0.71% | 0.99% | 0.59% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% | 1.46% |
Drawdowns
JARTX vs. VRGWX - Drawdown Comparison
The maximum JARTX drawdown since its inception was -58.58%, which is greater than VRGWX's maximum drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for JARTX and VRGWX. For additional features, visit the drawdowns tool.
Volatility
JARTX vs. VRGWX - Volatility Comparison
Janus Henderson Forty Fund (JARTX) has a higher volatility of 5.76% compared to Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) at 5.28%. This indicates that JARTX's price experiences larger fluctuations and is considered to be riskier than VRGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.