JMUIX vs. VBIAX
Compare and contrast key facts about Janus Henderson Multi-Sector Income Fund (JMUIX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
JMUIX is managed by Janus Henderson. It was launched on Feb 27, 2014. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMUIX or VBIAX.
Correlation
The correlation between JMUIX and VBIAX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JMUIX vs. VBIAX - Performance Comparison
Key characteristics
JMUIX:
2.40
VBIAX:
0.76
JMUIX:
3.97
VBIAX:
1.13
JMUIX:
1.50
VBIAX:
1.16
JMUIX:
2.70
VBIAX:
0.69
JMUIX:
11.04
VBIAX:
2.75
JMUIX:
0.83%
VBIAX:
3.38%
JMUIX:
3.81%
VBIAX:
12.22%
JMUIX:
-16.27%
VBIAX:
-35.90%
JMUIX:
-0.47%
VBIAX:
-5.94%
Returns By Period
In the year-to-date period, JMUIX achieves a 1.97% return, which is significantly higher than VBIAX's -2.81% return. Over the past 10 years, JMUIX has underperformed VBIAX with an annualized return of 3.81%, while VBIAX has yielded a comparatively higher 7.70% annualized return.
JMUIX
1.97%
0.22%
2.96%
7.98%
4.76%
3.81%
VBIAX
-2.81%
6.65%
-1.10%
7.51%
8.79%
7.70%
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JMUIX vs. VBIAX - Expense Ratio Comparison
JMUIX has a 0.69% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Risk-Adjusted Performance
JMUIX vs. VBIAX — Risk-Adjusted Performance Rank
JMUIX
VBIAX
JMUIX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Multi-Sector Income Fund (JMUIX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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.
Dividends
JMUIX vs. VBIAX - Dividend Comparison
JMUIX's dividend yield for the trailing twelve months is around 6.89%, more than VBIAX's 4.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMUIX Janus Henderson Multi-Sector Income Fund | 6.89% | 7.01% | 6.67% | 5.15% | 3.92% | 4.65% | 4.46% | 4.69% | 5.21% | 4.94% | 4.87% | 3.96% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 4.48% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
Drawdowns
JMUIX vs. VBIAX - Drawdown Comparison
The maximum JMUIX drawdown since its inception was -16.27%, smaller than the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for JMUIX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
JMUIX vs. VBIAX - Volatility Comparison
The current volatility for Janus Henderson Multi-Sector Income Fund (JMUIX) is 1.63%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 8.48%. This indicates that JMUIX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.