JATIX vs. FNIAX
Compare and contrast key facts about Janus Henderson Global Technology and Innovation Fund Class I (JATIX) and Fidelity Advisor New Insights Fund Class A (FNIAX).
JATIX is managed by Janus Henderson. It was launched on Dec 31, 1998. FNIAX is managed by Fidelity. It was launched on Jul 31, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JATIX or FNIAX.
Correlation
The correlation between JATIX and FNIAX is 0.87, 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
JATIX vs. FNIAX - Performance Comparison
Key characteristics
JATIX:
0.36
FNIAX:
0.27
JATIX:
0.69
FNIAX:
0.52
JATIX:
1.09
FNIAX:
1.07
JATIX:
0.42
FNIAX:
0.26
JATIX:
1.39
FNIAX:
0.85
JATIX:
7.18%
FNIAX:
6.99%
JATIX:
27.80%
FNIAX:
22.40%
JATIX:
-46.43%
FNIAX:
-49.52%
JATIX:
-12.19%
FNIAX:
-13.92%
Returns By Period
In the year-to-date period, JATIX achieves a -7.59% return, which is significantly lower than FNIAX's -6.03% return. Over the past 10 years, JATIX has outperformed FNIAX with an annualized return of 17.59%, while FNIAX has yielded a comparatively lower 3.75% annualized return.
JATIX
-7.59%
-1.35%
-6.23%
9.96%
16.47%
17.59%
FNIAX
-6.03%
-2.38%
-8.16%
7.77%
6.52%
3.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JATIX vs. FNIAX - Expense Ratio Comparison
JATIX has a 0.76% expense ratio, which is lower than FNIAX's 0.93% expense ratio.
Risk-Adjusted Performance
JATIX vs. FNIAX — Risk-Adjusted Performance Rank
JATIX
FNIAX
JATIX vs. FNIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Technology and Innovation Fund Class I (JATIX) and Fidelity Advisor New Insights Fund Class A (FNIAX). 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
JATIX vs. FNIAX - Dividend Comparison
JATIX's dividend yield for the trailing twelve months is around 12.42%, more than FNIAX's 0.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JATIX Janus Henderson Global Technology and Innovation Fund Class I | 12.42% | 11.48% | 0.76% | 0.00% | 15.67% | 8.94% | 9.07% | 6.65% | 7.45% | 4.80% | 8.21% | 17.70% |
FNIAX Fidelity Advisor New Insights Fund Class A | 0.03% | 0.04% | 0.20% | 2.57% | 0.00% | 0.01% | 0.14% | 0.00% | 0.00% | 0.14% | 0.65% | 7.60% |
Drawdowns
JATIX vs. FNIAX - Drawdown Comparison
The maximum JATIX drawdown since its inception was -46.43%, smaller than the maximum FNIAX drawdown of -49.52%. Use the drawdown chart below to compare losses from any high point for JATIX and FNIAX. For additional features, visit the drawdowns tool.
Volatility
JATIX vs. FNIAX - Volatility Comparison
Janus Henderson Global Technology and Innovation Fund Class I (JATIX) has a higher volatility of 17.43% compared to Fidelity Advisor New Insights Fund Class A (FNIAX) at 14.48%. This indicates that JATIX's price experiences larger fluctuations and is considered to be riskier than FNIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.