JFNAX vs. VFIAX
Compare and contrast key facts about Janus Henderson Global Life Sciences Fund Class A (JFNAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
JFNAX is managed by Janus Henderson. It was launched on Dec 31, 1998. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFNAX or VFIAX.
Correlation
The correlation between JFNAX and VFIAX is 0.74, 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.
Performance
JFNAX vs. VFIAX - Performance Comparison
Key characteristics
JFNAX:
-0.11
VFIAX:
2.14
JFNAX:
-0.06
VFIAX:
2.84
JFNAX:
0.99
VFIAX:
1.39
JFNAX:
-0.09
VFIAX:
3.25
JFNAX:
-0.24
VFIAX:
13.53
JFNAX:
6.49%
VFIAX:
2.03%
JFNAX:
13.72%
VFIAX:
12.86%
JFNAX:
-36.53%
VFIAX:
-55.20%
JFNAX:
-16.07%
VFIAX:
0.00%
Returns By Period
In the year-to-date period, JFNAX achieves a 1.99% return, which is significantly lower than VFIAX's 3.54% return. Over the past 10 years, JFNAX has underperformed VFIAX with an annualized return of 2.49%, while VFIAX has yielded a comparatively higher 13.51% annualized return.
JFNAX
1.99%
0.75%
-12.41%
-2.21%
3.00%
2.49%
VFIAX
3.54%
1.96%
12.88%
26.79%
14.85%
13.51%
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JFNAX vs. VFIAX - Expense Ratio Comparison
JFNAX has a 0.98% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
JFNAX vs. VFIAX — Risk-Adjusted Performance Rank
JFNAX
VFIAX
JFNAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Life Sciences Fund Class A (JFNAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
Dividends
JFNAX vs. VFIAX - Dividend Comparison
JFNAX's dividend yield for the trailing twelve months is around 0.13%, less than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFNAX Janus Henderson Global Life Sciences Fund Class A | 0.13% | 0.13% | 0.05% | 0.07% | 1.12% | 0.94% | 0.67% | 0.00% | 0.13% | 0.06% | 0.27% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
JFNAX vs. VFIAX - Drawdown Comparison
The maximum JFNAX drawdown since its inception was -36.53%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for JFNAX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
JFNAX vs. VFIAX - Volatility Comparison
Janus Henderson Global Life Sciences Fund Class A (JFNAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 3.94% and 4.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.