JMUIX vs. VWELX
Compare and contrast key facts about Janus Henderson Multi-Sector Income Fund (JMUIX) and Vanguard Wellington Fund Investor Shares (VWELX).
JMUIX is managed by Janus Henderson. It was launched on Feb 27, 2014. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMUIX or VWELX.
Correlation
The correlation between JMUIX and VWELX 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. VWELX - Performance Comparison
Key characteristics
JMUIX:
2.40
VWELX:
0.19
JMUIX:
3.97
VWELX:
0.33
JMUIX:
1.50
VWELX:
1.06
JMUIX:
2.70
VWELX:
0.16
JMUIX:
11.04
VWELX:
0.44
JMUIX:
0.83%
VWELX:
6.44%
JMUIX:
3.81%
VWELX:
15.17%
JMUIX:
-16.27%
VWELX:
-38.77%
JMUIX:
-0.47%
VWELX:
-10.54%
Returns By Period
In the year-to-date period, JMUIX achieves a 1.97% return, which is significantly higher than VWELX's -0.38% return. Over the past 10 years, JMUIX has outperformed VWELX with an annualized return of 3.81%, while VWELX has yielded a comparatively lower 3.54% annualized return.
JMUIX
1.97%
0.22%
2.96%
7.98%
4.76%
3.81%
VWELX
-0.38%
7.64%
-6.26%
1.18%
4.25%
3.54%
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JMUIX vs. VWELX - Expense Ratio Comparison
JMUIX has a 0.69% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
JMUIX vs. VWELX — Risk-Adjusted Performance Rank
JMUIX
VWELX
JMUIX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Multi-Sector Income Fund (JMUIX) and Vanguard Wellington Fund Investor Shares (VWELX). 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. VWELX - Dividend Comparison
JMUIX's dividend yield for the trailing twelve months is around 6.89%, less than VWELX's 10.90% 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% |
VWELX Vanguard Wellington Fund Investor Shares | 10.90% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 6.47% | 4.44% | 7.03% | 6.39% |
Drawdowns
JMUIX vs. VWELX - Drawdown Comparison
The maximum JMUIX drawdown since its inception was -16.27%, smaller than the maximum VWELX drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for JMUIX and VWELX. For additional features, visit the drawdowns tool.
Volatility
JMUIX vs. VWELX - Volatility Comparison
The current volatility for Janus Henderson Multi-Sector Income Fund (JMUIX) is 1.63%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 8.91%. This indicates that JMUIX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.