JGINX vs. VIIIX
JGINX (Janus Henderson Growth and Income Fund Class I) and VIIIX (Vanguard Institutional Index Fund Institutional Plus Shares) are both mutual funds - JGINX is a Large Cap Blend Equities fund actively managed by Janus Henderson, while VIIIX is a S&P 500 fund tracking the S&P 500 Index. JGINX is actively managed, while VIIIX is passively managed. Over the past 10 years, JGINX returned 14.03%/yr vs 15.64%/yr for VIIIX. With a 0.95 correlation, they move nearly in lockstep. JGINX charges 0.71%/yr vs 0.02%/yr for VIIIX.
Performance
JGINX vs. VIIIX - Performance Comparison
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Returns By Period
In the year-to-date period, JGINX achieves a 10.17% return, which is significantly lower than VIIIX's 11.35% return. Over the past 10 years, JGINX has underperformed VIIIX with an annualized return of 14.03%, while VIIIX has yielded a comparatively higher 15.64% annualized return.
JGINX
- 1D
- 0.58%
- 1M
- 3.56%
- YTD
- 10.17%
- 6M
- 10.14%
- 1Y
- 26.36%
- 3Y*
- 18.82%
- 5Y*
- 12.09%
- 10Y*
- 14.03%
VIIIX
- 1D
- 0.42%
- 1M
- 3.11%
- YTD
- 11.35%
- 6M
- 11.03%
- 1Y
- 29.24%
- 3Y*
- 23.12%
- 5Y*
- 14.15%
- 10Y*
- 15.64%
JGINX vs. VIIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGINX Janus Henderson Growth and Income Fund Class I | 10.17% | 20.11% | 15.29% | 18.11% | -14.22% | 29.03% | 10.39% | 27.03% | -1.88% | 24.25% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 11.35% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
Correlation
The correlation between JGINX and VIIIX is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2005 | 0.95 |
The correlation between JGINX and VIIIX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
JGINX vs. VIIIX — Risk / Return Rank
JGINX
VIIIX
JGINX vs. VIIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Growth and Income Fund Class I (JGINX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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.
| JGINX | VIIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.44 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 3.23 | -0.61 |
| Martin ratioReturn relative to average drawdown | 11.70 | 15.07 | -3.37 |
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
| JGINX | VIIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.09 | 2.42 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.84 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.87 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.49 | -0.15 |
Drawdowns
JGINX vs. VIIIX - Drawdown Comparison
The maximum JGINX drawdown since its inception was -65.09%, which is greater than VIIIX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for JGINX and VIIIX.
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Drawdown Indicators
| JGINX | VIIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.09% | -55.18% | -9.91% |
Max Drawdown (1Y)Largest decline over 1 year | -10.13% | -8.90% | -1.23% |
Max Drawdown (3Y)Largest decline over 3 years | -26.73% | -18.75% | -7.98% |
Max Drawdown (5Y)Largest decline over 5 years | -26.73% | -24.50% | -2.23% |
Max Drawdown (10Y)Largest decline over 10 years | -35.48% | -33.79% | -1.69% |
Current DrawdownCurrent decline from peak | -0.01% | -0.31% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -7.30% | -10.01% | +2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 1.90% | +0.36% |
Volatility
JGINX vs. VIIIX - Volatility Comparison
Janus Henderson Growth and Income Fund Class I (JGINX) has a higher volatility of 3.17% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 2.87%. This indicates that JGINX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGINX | VIIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 2.87% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 9.00% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.64% | 11.88% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.16% | 16.89% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 18.06% | +0.60% |
JGINX vs. VIIIX - Expense Ratio Comparison
JGINX has a 0.71% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Dividends
JGINX vs. VIIIX - Dividend Comparison
JGINX's dividend yield for the trailing twelve months is around 13.72%, more than VIIIX's 2.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGINX Janus Henderson Growth and Income Fund Class I | 13.72% | 15.00% | 15.37% | 7.93% | 6.74% | 5.62% | 4.26% | 3.82% | 8.08% | 2.97% | 8.95% | 9.65% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.42% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
Frequently Asked Questions
With a correlation of 0.95, JGINX and VIIIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
JGINX has higher volatility (3.17%) compared to VIIIX (2.87%). In terms of maximum drawdown, JGINX dropped -65.09% vs VIIIX's -55.18%.
VIIIX currently has the higher Sharpe Ratio (2.42 vs 2.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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