JDMNX vs. RERGX
Compare and contrast key facts about Janus Henderson Enterprise Fund Class N (JDMNX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
JDMNX is an actively managed fund by Janus Henderson. It was launched on Sep 1, 1992. RERGX is managed by American Funds.
Performance
JDMNX vs. RERGX - Performance Comparison
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JDMNX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JDMNX Janus Henderson Enterprise Fund Class N | -8.43% | 7.77% | 15.40% | 18.15% | -15.92% | 17.17% | 20.55% | 35.41% | -0.80% | 26.41% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, JDMNX achieves a -8.43% return, which is significantly lower than RERGX's -5.45% return. Over the past 10 years, JDMNX has outperformed RERGX with an annualized return of 11.40%, while RERGX has yielded a comparatively lower 7.68% annualized return.
JDMNX
- 1D
- -0.36%
- 1M
- -8.29%
- YTD
- -8.43%
- 6M
- -6.78%
- 1Y
- 2.81%
- 3Y*
- 7.43%
- 5Y*
- 4.79%
- 10Y*
- 11.40%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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JDMNX vs. RERGX - Expense Ratio Comparison
JDMNX has a 0.66% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
JDMNX vs. RERGX — Risk / Return Rank
JDMNX
RERGX
JDMNX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Enterprise Fund Class N (JDMNX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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.
| JDMNX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.10 | -0.94 |
Sortino ratioReturn per unit of downside risk | 0.36 | 1.52 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.22 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.27 | -1.15 |
Martin ratioReturn relative to average drawdown | 0.42 | 4.87 | -4.45 |
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
| JDMNX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.10 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.19 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.46 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.37 | +0.35 |
Correlation
The correlation between JDMNX and RERGX is 0.76, 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
JDMNX vs. RERGX - Dividend Comparison
JDMNX's dividend yield for the trailing twelve months is around 8.14%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDMNX Janus Henderson Enterprise Fund Class N | 8.14% | 7.46% | 7.00% | 7.40% | 10.36% | 15.92% | 8.49% | 4.52% | 6.48% | 1.76% | 1.86% | 3.62% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
JDMNX vs. RERGX - Drawdown Comparison
The maximum JDMNX drawdown since its inception was -38.24%, roughly equal to the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for JDMNX and RERGX.
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Drawdown Indicators
| JDMNX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.24% | -37.30% | -0.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -12.52% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -24.15% | -37.30% | +13.15% |
Max Drawdown (10Y)Largest decline over 10 years | -38.24% | -37.30% | -0.94% |
Current DrawdownCurrent decline from peak | -11.37% | -12.52% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -4.18% | -9.28% | +5.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.25% | +0.30% |
Volatility
JDMNX vs. RERGX - Volatility Comparison
The current volatility for Janus Henderson Enterprise Fund Class N (JDMNX) is 4.44%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that JDMNX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JDMNX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 6.59% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 11.23% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 16.21% | +2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 16.43% | +1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 16.78% | +1.87% |