JMGRX vs. JANIX
Compare and contrast key facts about Janus Enterprise Fund Class I (JMGRX) and Janus Henderson Triton Fund (JANIX).
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. JANIX is managed by Janus Henderson. It was launched on Feb 25, 2005.
Performance
JMGRX vs. JANIX - Performance Comparison
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JMGRX vs. JANIX - 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% |
JANIX Janus Henderson Triton Fund | -1.36% | 9.66% | 10.40% | 14.68% | -23.65% | 6.76% | 28.56% | 28.42% | -5.15% | 27.01% |
Returns By Period
In the year-to-date period, JMGRX achieves a -5.96% return, which is significantly lower than JANIX's -1.36% return. Over the past 10 years, JMGRX has outperformed JANIX with an annualized return of 11.60%, while JANIX has yielded a comparatively lower 9.36% 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%
JANIX
- 1D
- 3.91%
- 1M
- -6.17%
- YTD
- -1.36%
- 6M
- 3.63%
- 1Y
- 16.34%
- 3Y*
- 8.76%
- 5Y*
- 1.77%
- 10Y*
- 9.36%
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JMGRX vs. JANIX - Expense Ratio Comparison
JMGRX has a 0.76% expense ratio, which is lower than JANIX's 0.78% expense ratio.
Return for Risk
JMGRX vs. JANIX — Risk / Return Rank
JMGRX
JANIX
JMGRX vs. JANIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Enterprise Fund Class I (JMGRX) and Janus Henderson Triton Fund (JANIX). 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 | JANIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.79 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.26 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.17 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.15 | -0.70 |
Martin ratioReturn relative to average drawdown | 1.57 | 4.76 | -3.20 |
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 | JANIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.79 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.09 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.46 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.46 | +0.11 |
Correlation
The correlation between JMGRX and JANIX is 0.95, 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. JANIX - Dividend Comparison
JMGRX's dividend yield for the trailing twelve months is around 7.93%, less than JANIX's 11.39% yield.
| 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% |
JANIX Janus Henderson Triton Fund | 11.39% | 11.23% | 7.57% | 7.15% | 6.24% | 20.40% | 4.12% | 4.26% | 7.50% | 5.08% | 2.74% | 7.76% |
Drawdowns
JMGRX vs. JANIX - Drawdown Comparison
The maximum JMGRX drawdown since its inception was -55.48%, smaller than the maximum JANIX drawdown of -62.76%. Use the drawdown chart below to compare losses from any high point for JMGRX and JANIX.
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Drawdown Indicators
| JMGRX | JANIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.48% | -62.76% | +7.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -13.22% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -24.21% | -31.80% | +7.59% |
Max Drawdown (10Y)Largest decline over 10 years | -38.25% | -39.70% | +1.45% |
Current DrawdownCurrent decline from peak | -8.99% | -7.57% | -1.42% |
Average DrawdownAverage peak-to-trough decline | -5.75% | -10.10% | +4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.18% | +0.42% |
Volatility
JMGRX vs. JANIX - Volatility Comparison
The current volatility for Janus Enterprise Fund Class I (JMGRX) is 5.41%, while Janus Henderson Triton Fund (JANIX) has a volatility of 7.37%. This indicates that JMGRX experiences smaller price fluctuations and is considered to be less risky than JANIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMGRX | JANIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 7.37% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 11.96% | -1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 20.46% | -1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.62% | 19.52% | -1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.67% | 20.53% | -1.86% |