Correlation
The correlation between JERIX and FBGRX is 0.75, 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.
JERIX vs. FBGRX
Compare and contrast key facts about Janus Henderson Global Real Estate Fund (JERIX) and Fidelity Blue Chip Growth Fund (FBGRX).
JERIX is managed by Janus Henderson. It was launched on Nov 27, 2007. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JERIX or FBGRX.
Performance
JERIX vs. FBGRX - Performance Comparison
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Key characteristics
JERIX:
0.65
FBGRX:
0.42
JERIX:
0.95
FBGRX:
0.68
JERIX:
1.13
FBGRX:
1.09
JERIX:
0.33
FBGRX:
0.37
JERIX:
1.35
FBGRX:
1.13
JERIX:
7.15%
FBGRX:
8.83%
JERIX:
15.41%
FBGRX:
28.42%
JERIX:
-65.94%
FBGRX:
-58.02%
JERIX:
-18.11%
FBGRX:
-8.03%
Returns By Period
In the year-to-date period, JERIX achieves a 4.29% return, which is significantly higher than FBGRX's -3.61% return. Over the past 10 years, JERIX has underperformed FBGRX with an annualized return of 3.25%, while FBGRX has yielded a comparatively higher 16.86% annualized return.
JERIX
4.29%
2.23%
-2.63%
8.21%
-0.81%
3.31%
3.25%
FBGRX
-3.61%
8.83%
-2.33%
12.20%
21.83%
18.42%
16.86%
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JERIX vs. FBGRX - Expense Ratio Comparison
JERIX has a 1.03% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
JERIX vs. FBGRX — Risk-Adjusted Performance Rank
JERIX
FBGRX
JERIX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Real Estate Fund (JERIX) and Fidelity Blue Chip Growth Fund (FBGRX). 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
JERIX vs. FBGRX - Dividend Comparison
JERIX's dividend yield for the trailing twelve months is around 2.51%, less than FBGRX's 6.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JERIX Janus Henderson Global Real Estate Fund | 2.51% | 2.77% | 2.70% | 1.54% | 5.83% | 1.55% | 4.59% | 5.20% | 4.44% | 4.51% | 7.17% | 3.45% |
FBGRX Fidelity Blue Chip Growth Fund | 6.17% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.30% | 5.96% |
Drawdowns
JERIX vs. FBGRX - Drawdown Comparison
The maximum JERIX drawdown since its inception was -65.94%, which is greater than FBGRX's maximum drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for JERIX and FBGRX.
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Volatility
JERIX vs. FBGRX - Volatility Comparison
The current volatility for Janus Henderson Global Real Estate Fund (JERIX) is 3.73%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.52%. This indicates that JERIX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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