JMGRX vs. BFGFX
Compare and contrast key facts about Janus Enterprise Fund Class I (JMGRX) and Baron Focused Growth Fund (BFGFX).
JMGRX is a passively managed fund by Janus Henderson that tracks the performance of the Russell Midcap® Growth Index. It was launched on Sep 1, 1992. BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008.
Performance
JMGRX vs. BFGFX - Performance Comparison
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JMGRX vs. BFGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JMGRX Janus Enterprise Fund Class I | -5.96% | 7.66% | 15.28% | 18.03% | -15.99% | 17.07% | 20.43% | 35.28% | -0.88% | 26.36% |
BFGFX Baron Focused Growth Fund | -5.05% | 21.94% | 29.52% | 27.40% | -28.21% | 18.67% | 122.38% | 30.05% | 3.76% | 26.36% |
Returns By Period
In the year-to-date period, JMGRX achieves a -5.96% return, which is significantly lower than BFGFX's -5.05% return. Over the past 10 years, JMGRX has underperformed BFGFX with an annualized return of 11.60%, while BFGFX has yielded a comparatively higher 20.15% annualized return.
JMGRX
- 1D
- 2.71%
- 1M
- -5.70%
- YTD
- -5.96%
- 6M
- -3.90%
- 1Y
- 5.15%
- 3Y*
- 8.29%
- 5Y*
- 4.92%
- 10Y*
- 11.60%
BFGFX
- 1D
- 2.40%
- 1M
- -6.03%
- YTD
- -5.05%
- 6M
- 6.51%
- 1Y
- 25.31%
- 3Y*
- 18.65%
- 5Y*
- 10.00%
- 10Y*
- 20.15%
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JMGRX vs. BFGFX - Expense Ratio Comparison
JMGRX has a 0.76% expense ratio, which is lower than BFGFX's 1.32% expense ratio.
Return for Risk
JMGRX vs. BFGFX — Risk / Return Rank
JMGRX
BFGFX
JMGRX vs. BFGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Enterprise Fund Class I (JMGRX) and Baron Focused Growth Fund (BFGFX). 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.
| JMGRX | BFGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 1.13 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.99 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.26 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 2.29 | -1.84 |
Martin ratioReturn relative to average drawdown | 1.57 | 8.56 | -6.99 |
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
| JMGRX | BFGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 1.13 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.45 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.84 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.69 | -0.11 |
Correlation
The correlation between JMGRX and BFGFX is 0.78, 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
JMGRX vs. BFGFX - Dividend Comparison
JMGRX's dividend yield for the trailing twelve months is around 7.93%, while BFGFX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMGRX Janus Enterprise Fund Class I | 7.93% | 7.46% | 6.97% | 7.46% | 10.42% | 15.91% | 8.44% | 4.47% | 6.42% | 1.77% | 1.81% | 3.63% |
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% |
Drawdowns
JMGRX vs. BFGFX - Drawdown Comparison
The maximum JMGRX drawdown since its inception was -55.48%, smaller than the maximum BFGFX drawdown of -59.52%. Use the drawdown chart below to compare losses from any high point for JMGRX and BFGFX.
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Drawdown Indicators
| JMGRX | BFGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.48% | -59.52% | +4.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -11.95% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -24.21% | -35.93% | +11.72% |
Max Drawdown (10Y)Largest decline over 10 years | -38.25% | -43.62% | +5.37% |
Current DrawdownCurrent decline from peak | -8.99% | -7.56% | -1.43% |
Average DrawdownAverage peak-to-trough decline | -5.75% | -12.43% | +6.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.19% | +0.41% |
Volatility
JMGRX vs. BFGFX - Volatility Comparison
Janus Enterprise Fund Class I (JMGRX) has a higher volatility of 5.41% compared to Baron Focused Growth Fund (BFGFX) at 4.99%. This indicates that JMGRX's price experiences larger fluctuations and is considered to be riskier than BFGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMGRX | BFGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 4.99% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 15.79% | -5.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 23.03% | -4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.62% | 22.57% | -4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.67% | 23.96% | -5.29% |