JDBAX vs. SEBLX

In the year-to-date period, JDBAX achieves a -2.44% return, which is significantly higher than SEBLX's -2.95% return. Over the past 10 years, JDBAX has outperformed SEBLX with an annualized return of 5.13%, while SEBLX has yielded a comparatively lower 4.28% annualized return.

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JDBAX has a 0.89% expense ratio, which is lower than SEBLX's 0.99% expense ratio.

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.

The current JDBAX Sharpe Ratio is 0.22, which is lower than the SEBLX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of JDBAX and SEBLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JDBAX's dividend yield for the trailing twelve months is around 1.92%, more than SEBLX's 1.46% yield.

The maximum JDBAX drawdown since its inception was -33.09%, roughly equal to the maximum SEBLX drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for JDBAX and SEBLX. For additional features, visit the drawdowns tool.

Janus Henderson Balanced Fund Class A (JDBAX) has a higher volatility of 8.93% compared to Touchstone Balanced Fund (SEBLX) at 8.39%. 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.