Correlation
The correlation between JATTX and FAGIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
JATTX vs. FAGIX
Compare and contrast key facts about Janus Henderson Triton Fund Class T (JATTX) and Fidelity Capital & Income Fund (FAGIX).
JATTX is managed by Janus Henderson. It was launched on Feb 25, 2005. FAGIX is managed by Fidelity. It was launched on Nov 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JATTX or FAGIX.
Performance
JATTX vs. FAGIX - Performance Comparison
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Key characteristics
JATTX:
0.20
FAGIX:
1.14
JATTX:
0.32
FAGIX:
1.63
JATTX:
1.04
FAGIX:
1.24
JATTX:
0.10
FAGIX:
1.14
JATTX:
0.33
FAGIX:
4.31
JATTX:
7.53%
FAGIX:
1.92%
JATTX:
21.10%
FAGIX:
7.06%
JATTX:
-57.77%
FAGIX:
-37.80%
JATTX:
-11.11%
FAGIX:
-0.55%
Returns By Period
In the year-to-date period, JATTX achieves a -3.71% return, which is significantly lower than FAGIX's 1.90% return. Over the past 10 years, JATTX has outperformed FAGIX with an annualized return of 7.37%, while FAGIX has yielded a comparatively lower 6.20% annualized return.
JATTX
-3.71%
3.84%
-10.37%
4.11%
4.23%
6.75%
7.37%
FAGIX
1.90%
2.92%
1.00%
8.05%
7.39%
8.55%
6.20%
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JATTX vs. FAGIX - Expense Ratio Comparison
JATTX has a 0.91% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
JATTX vs. FAGIX — Risk-Adjusted Performance Rank
JATTX
FAGIX
JATTX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Triton Fund Class T (JATTX) and Fidelity Capital & Income Fund (FAGIX). 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.
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Dividends
JATTX vs. FAGIX - Dividend Comparison
JATTX's dividend yield for the trailing twelve months is around 8.04%, more than FAGIX's 4.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JATTX Janus Henderson Triton Fund Class T | 8.04% | 7.74% | 7.29% | 6.35% | 20.71% | 4.17% | 4.30% | 7.56% | 5.11% | 2.83% | 7.89% | 10.12% |
FAGIX Fidelity Capital & Income Fund | 4.90% | 5.03% | 5.29% | 11.38% | 6.56% | 4.88% | 5.00% | 7.39% | 5.05% | 4.12% | 5.01% | 8.08% |
Drawdowns
JATTX vs. FAGIX - Drawdown Comparison
The maximum JATTX drawdown since its inception was -57.77%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for JATTX and FAGIX.
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Volatility
JATTX vs. FAGIX - Volatility Comparison
Janus Henderson Triton Fund Class T (JATTX) has a higher volatility of 5.37% compared to Fidelity Capital & Income Fund (FAGIX) at 1.83%. This indicates that JATTX's price experiences larger fluctuations and is considered to be riskier than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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