JDBAX vs. SEBLX
Compare and contrast key facts about Janus Henderson Balanced Fund Class A (JDBAX) and Touchstone Balanced Fund (SEBLX).
JDBAX is managed by Janus Henderson. It was launched on Sep 1, 1992. SEBLX is managed by Touchstone. It was launched on Nov 15, 1938.
Performance
JDBAX vs. SEBLX - Performance Comparison
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JDBAX vs. SEBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JDBAX Janus Henderson Balanced Fund Class A | -6.88% | 14.78% | 20.54% | 15.17% | -16.75% | 16.99% | 14.14% | 25.01% | 0.39% | 18.23% |
SEBLX Touchstone Balanced Fund | -6.71% | 13.59% | 13.08% | 18.17% | -16.16% | 13.95% | 18.74% | 39.05% | -2.74% | 15.69% |
Returns By Period
The year-to-date returns for both investments are quite close, with JDBAX having a -6.88% return and SEBLX slightly higher at -6.71%. Both investments have delivered pretty close results over the past 10 years, with JDBAX having a 9.79% annualized return and SEBLX not far ahead at 10.26%.
JDBAX
- 1D
- -0.07%
- 1M
- -6.61%
- YTD
- -6.88%
- 6M
- -5.38%
- 1Y
- 9.16%
- 3Y*
- 12.15%
- 5Y*
- 7.30%
- 10Y*
- 9.79%
SEBLX
- 1D
- 0.23%
- 1M
- -6.47%
- YTD
- -6.71%
- 6M
- -4.85%
- 1Y
- 7.28%
- 3Y*
- 9.91%
- 5Y*
- 5.51%
- 10Y*
- 10.26%
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JDBAX vs. SEBLX - Expense Ratio Comparison
JDBAX has a 0.89% expense ratio, which is lower than SEBLX's 0.99% expense ratio.
Return for Risk
JDBAX vs. SEBLX — Risk / Return Rank
JDBAX
SEBLX
JDBAX vs. SEBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Balanced Fund Class A (JDBAX) and Touchstone Balanced Fund (SEBLX). 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.
| JDBAX | SEBLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.67 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.03 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.76 | +0.25 |
Martin ratioReturn relative to average drawdown | 4.09 | 2.97 | +1.12 |
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
| JDBAX | SEBLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.67 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.50 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.85 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.74 | -0.11 |
Correlation
The correlation between JDBAX and SEBLX is 0.94, 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
JDBAX vs. SEBLX - Dividend Comparison
JDBAX's dividend yield for the trailing twelve months is around 8.81%, more than SEBLX's 5.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDBAX Janus Henderson Balanced Fund Class A | 8.81% | 8.62% | 11.67% | 2.08% | 1.76% | 4.34% | 2.35% | 4.62% | 6.84% | 5.05% | 2.43% | 5.68% |
SEBLX Touchstone Balanced Fund | 5.39% | 5.03% | 1.83% | 1.26% | 0.99% | 2.74% | 7.72% | 24.06% | 7.04% | 6.00% | 1.98% | 5.91% |
Drawdowns
JDBAX vs. SEBLX - Drawdown Comparison
The maximum JDBAX drawdown since its inception was -34.14%, smaller than the maximum SEBLX drawdown of -36.70%. Use the drawdown chart below to compare losses from any high point for JDBAX and SEBLX.
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Drawdown Indicators
| JDBAX | SEBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.14% | -36.70% | +2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.16% | -8.30% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | -22.47% | +0.84% |
Max Drawdown (10Y)Largest decline over 10 years | -22.48% | -22.47% | -0.01% |
Current DrawdownCurrent decline from peak | -8.16% | -8.08% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -5.41% | -3.85% | -1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.11% | -0.10% |
Volatility
JDBAX vs. SEBLX - Volatility Comparison
Janus Henderson Balanced Fund Class A (JDBAX) has a higher volatility of 3.31% compared to Touchstone Balanced Fund (SEBLX) at 3.15%. This indicates that JDBAX's price experiences larger fluctuations and is considered to be riskier than SEBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JDBAX | SEBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 3.15% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 6.47% | 6.05% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.02% | 11.33% | +0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.29% | 11.18% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.21% | 12.15% | -0.94% |