JGINX vs. VSTSX

Last updated Jun 27, 2026

JGINX (Janus Henderson Growth and Income Fund Class I) and VSTSX (Vanguard Total Stock Market Index Fund Institutional Select Shares) are both Large Cap Blend Equities funds. Over the past 5 years, JGINX returned 11.66%/yr vs 11.86%/yr for VSTSX. With a 0.95 correlation, they move nearly in lockstep. JGINX charges 0.71%/yr vs 0.01%/yr for VSTSX.

Performance

JGINX vs. VSTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Growth and Income Fund Class I (JGINX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with JGINX having a 9.09% return and VSTSX slightly lower at 8.89%.

JGINX

• 1D: -0.04%
• 1M: 0.85%
• YTD: 9.09%
• 6M: 7.82%
• 1Y: 20.92%
• 3Y*: 18.02%
• 5Y*: 11.66%
• 10Y*: 14.42%

VSTSX

• 1D: 0.06%
• 1M: -1.47%
• YTD: 8.89%
• 6M: 7.48%
• 1Y: 21.98%
• 3Y*: 20.81%
• 5Y*: 11.86%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JGINX vs. VSTSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JGINX Janus Henderson Growth and Income Fund Class I	9.09%	20.11%	15.29%	18.11%	-14.22%	29.03%	10.39%	27.03%	-1.88%	24.25%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	8.89%	17.16%	23.27%	26.54%	-19.49%	25.75%	21.02%	30.81%	-5.15%	20.21%

Correlation

The correlation between JGINX and VSTSX 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	0.95
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017	0.95

The correlation between JGINX and VSTSX has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.

Return for Risk

JGINX vs. VSTSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JGINX

JGINX Risk / Return Rank: 48
JGINX Sharpe Ratio Rank: 48
JGINX Sortino Ratio Rank: 47
JGINX Omega Ratio Rank: 44
JGINX Calmar Ratio Rank: 43
JGINX Martin Ratio Rank: 56

VSTSX

VSTSX Risk / Return Rank: 62
VSTSX Sharpe Ratio Rank: 58
VSTSX Sortino Ratio Rank: 54
VSTSX Omega Ratio Rank: 55
VSTSX Calmar Ratio Rank: 64
VSTSX Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JGINX vs. VSTSX - 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 Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JGINX	VSTSX	Difference
Sharpe ratio: Return per unit of total volatility	1.69	1.81	-0.11
Sortino ratio: Return per unit of downside risk	2.40	2.48	-0.08
Omega ratio: Gain probability vs. loss probability	1.30	1.32	-0.02
Calmar ratio: Return relative to maximum drawdown	2.19	2.60	-0.40
Martin ratio: Return relative to average drawdown	9.68	11.49	-1.80

JGINX vs. VSTSX - Sharpe Ratio Comparison

The current JGINX Sharpe Ratio is 1.69, which is comparable to the VSTSX Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of JGINX and VSTSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JGINX vs. VSTSX - Drawdown Comparison

The maximum JGINX drawdown since its inception was -65.09%, which is greater than VSTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for JGINX and VSTSX.

Drawdown Indicators

	JGINX	VSTSX	Difference
Max Drawdown Largest peak-to-trough decline	-65.09%	-34.97%	-30.12%
Max Drawdown (1Y) Largest decline over 1 year	-10.13%	-8.92%	-1.21%
Max Drawdown (3Y) Largest decline over 3 years	-26.73%	-19.36%	-7.37%
Max Drawdown (5Y) Largest decline over 5 years	-26.73%	-25.35%	-1.38%
Max Drawdown (10Y) Largest decline over 10 years	-35.48%	—	—
Current Drawdown Current decline from peak	-1.54%	-2.77%	+1.23%
Average Drawdown Average peak-to-trough decline	-7.28%	-4.87%	-2.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.29%	2.01%	+0.28%

Volatility

JGINX vs. VSTSX - Volatility Comparison

Janus Henderson Growth and Income Fund Class I (JGINX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) have volatilities of 4.67% and 4.89%, 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.

Volatility by Period

	JGINX	VSTSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.67%	4.89%	-0.22%
Volatility (6M) Calculated over the trailing 6-month period	10.43%	10.07%	+0.36%
Volatility (1Y) Calculated over the trailing 1-year period	13.12%	12.82%	+0.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.23%	17.46%	+0.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.68%	18.75%	-0.07%

JGINX vs. VSTSX - Expense Ratio Comparison

JGINX has a 0.71% expense ratio, which is higher than VSTSX's 0.01% expense ratio.

Dividends

JGINX vs. VSTSX - Dividend Comparison

JGINX's dividend yield for the trailing twelve months is around 13.86%, more than VSTSX's 1.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JGINX Janus Henderson Growth and Income Fund Class I	13.86%	15.00%	15.37%	7.93%	6.74%	5.62%	4.26%	3.82%	8.08%	2.97%	8.95%	9.65%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	1.05%	1.13%	1.27%	1.43%	1.67%	1.23%	1.44%	1.79%	2.07%	1.74%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JGINX and VSTSX in my portfolio?

With a correlation of 0.95, JGINX and VSTSX 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.

Which is riskier, JGINX or VSTSX?

VSTSX has higher volatility (4.89%) compared to JGINX (4.67%). In terms of maximum drawdown, JGINX dropped -65.09% vs VSTSX's -34.97%.

Which has better risk-adjusted returns?

VSTSX currently has the higher Sharpe Ratio (1.81 vs 1.69), 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.