JATIX vs. JLGMX
Compare and contrast key facts about Janus Henderson Global Technology and Innovation Fund Class I (JATIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
JATIX is managed by Janus Henderson. It was launched on Dec 31, 1998. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
JATIX vs. JLGMX - Performance Comparison
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JATIX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JATIX Janus Henderson Global Technology and Innovation Fund Class I | -7.02% | 25.04% | 32.38% | 55.38% | -37.60% | 17.57% | 51.25% | 45.27% | 0.97% | 44.79% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, JATIX achieves a -7.02% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, JATIX has outperformed JLGMX with an annualized return of 20.47%, while JLGMX has yielded a comparatively lower 18.24% annualized return.
JATIX
- 1D
- 4.04%
- 1M
- -7.48%
- YTD
- -7.02%
- 6M
- -6.54%
- 1Y
- 27.80%
- 3Y*
- 25.03%
- 5Y*
- 10.82%
- 10Y*
- 20.47%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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JATIX vs. JLGMX - Expense Ratio Comparison
JATIX has a 0.76% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
JATIX vs. JLGMX — Risk / Return Rank
JATIX
JLGMX
JATIX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Technology and Innovation Fund Class I (JATIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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.
| JATIX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.64 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.05 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.15 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 0.81 | +0.98 |
Martin ratioReturn relative to average drawdown | 6.11 | 2.47 | +3.64 |
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
| JATIX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.64 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.53 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.85 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.80 | +0.05 |
Correlation
The correlation between JATIX and JLGMX 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
JATIX vs. JLGMX - Dividend Comparison
JATIX's dividend yield for the trailing twelve months is around 14.18%, more than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JATIX Janus Henderson Global Technology and Innovation Fund Class I | 14.18% | 13.19% | 11.48% | 0.76% | 0.00% | 15.67% | 8.94% | 8.47% | 6.65% | 7.41% | 4.80% | 7.71% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
JATIX vs. JLGMX - Drawdown Comparison
The maximum JATIX drawdown since its inception was -46.43%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for JATIX and JLGMX.
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Drawdown Indicators
| JATIX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.43% | -31.82% | -14.61% |
Max Drawdown (1Y)Largest decline over 1 year | -15.94% | -16.73% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -46.43% | -31.13% | -15.30% |
Max Drawdown (10Y)Largest decline over 10 years | -46.43% | -31.82% | -14.61% |
Current DrawdownCurrent decline from peak | -12.54% | -13.83% | +1.29% |
Average DrawdownAverage peak-to-trough decline | -6.78% | -5.82% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 5.51% | -0.82% |
Volatility
JATIX vs. JLGMX - Volatility Comparison
Janus Henderson Global Technology and Innovation Fund Class I (JATIX) has a higher volatility of 8.32% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 6.48%. This indicates that JATIX's price experiences larger fluctuations and is considered to be riskier than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JATIX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.32% | 6.48% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 16.28% | 12.54% | +3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.51% | 21.14% | +4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.26% | 20.25% | +6.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.38% | 21.54% | +2.84% |