JMGRX vs. BFGIX
Compare and contrast key facts about Janus Enterprise Fund Class I (JMGRX) and Baron Focused Growth Fund Institutional Shares (BFGIX).
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. BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009.
Performance
JMGRX vs. BFGIX - Performance Comparison
Loading graphics...
JMGRX vs. BFGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JMGRX Janus Enterprise Fund Class I | -8.45% | 7.66% | 15.28% | 18.03% | -15.99% | 17.07% | 20.43% | 35.28% | -0.88% | 26.36% |
BFGIX Baron Focused Growth Fund Institutional Shares | -7.21% | 22.26% | 29.85% | 27.78% | -28.05% | 19.00% | 122.92% | 30.34% | 4.08% | 26.58% |
Returns By Period
In the year-to-date period, JMGRX achieves a -8.45% return, which is significantly lower than BFGIX's -7.21% return. Over the past 10 years, JMGRX has underperformed BFGIX with an annualized return of 11.30%, while BFGIX has yielded a comparatively higher 20.17% annualized return.
JMGRX
- 1D
- -0.36%
- 1M
- -8.30%
- YTD
- -8.45%
- 6M
- -6.83%
- 1Y
- 2.70%
- 3Y*
- 7.32%
- 5Y*
- 4.69%
- 10Y*
- 11.30%
BFGIX
- 1D
- 0.04%
- 1M
- -7.76%
- YTD
- -7.21%
- 6M
- 4.24%
- 1Y
- 23.24%
- 3Y*
- 18.02%
- 5Y*
- 9.99%
- 10Y*
- 20.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JMGRX vs. BFGIX - Expense Ratio Comparison
JMGRX has a 0.76% expense ratio, which is lower than BFGIX's 1.05% expense ratio.
Return for Risk
JMGRX vs. BFGIX — Risk / Return Rank
JMGRX
BFGIX
JMGRX vs. BFGIX - 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 Institutional Shares (BFGIX). 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 | BFGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.08 | -0.93 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.92 | -1.57 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.25 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.11 | 1.84 | -1.73 |
Martin ratioReturn relative to average drawdown | 0.39 | 7.02 | -6.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JMGRX | BFGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.08 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.45 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.85 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.76 | -0.19 |
Correlation
The correlation between JMGRX and BFGIX is 0.83, 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. BFGIX - Dividend Comparison
JMGRX's dividend yield for the trailing twelve months is around 8.15%, while BFGIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMGRX Janus Enterprise Fund Class I | 8.15% | 7.46% | 6.97% | 7.46% | 10.42% | 15.91% | 8.44% | 4.47% | 6.42% | 1.77% | 1.81% | 3.63% |
BFGIX Baron Focused Growth Fund Institutional Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.79% | 15.01% | 2.78% | 1.74% | 1.05% | 2.07% | 5.92% | 6.01% |
Drawdowns
JMGRX vs. BFGIX - Drawdown Comparison
The maximum JMGRX drawdown since its inception was -55.48%, which is greater than BFGIX's maximum drawdown of -43.62%. Use the drawdown chart below to compare losses from any high point for JMGRX and BFGIX.
Loading graphics...
Drawdown Indicators
| JMGRX | BFGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.48% | -43.62% | -11.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -11.96% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -24.21% | -35.71% | +11.50% |
Max Drawdown (10Y)Largest decline over 10 years | -38.25% | -43.62% | +5.37% |
Current DrawdownCurrent decline from peak | -11.39% | -9.66% | -1.73% |
Average DrawdownAverage peak-to-trough decline | -5.75% | -7.89% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.14% | +0.41% |
Volatility
JMGRX vs. BFGIX - Volatility Comparison
Janus Enterprise Fund Class I (JMGRX) and Baron Focused Growth Fund Institutional Shares (BFGIX) have volatilities of 4.44% and 4.23%, 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.
Loading graphics...
Volatility by Period
| JMGRX | BFGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 4.23% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 15.65% | -5.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 22.99% | -4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 22.58% | -5.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 23.95% | -5.30% |