Correlation
The correlation between JNGIX and VHGEX is 0.93, 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.
JNGIX vs. VHGEX
Compare and contrast key facts about Janus Henderson Growth And Income Fund (JNGIX) and Vanguard Global Equity Fund (VHGEX).
JNGIX is managed by Janus Henderson. It was launched on May 15, 1991. VHGEX is managed by Vanguard. It was launched on Aug 14, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNGIX or VHGEX.
Performance
JNGIX vs. VHGEX - Performance Comparison
Loading data...
Key characteristics
JNGIX:
-0.01
VHGEX:
0.54
JNGIX:
0.06
VHGEX:
0.80
JNGIX:
1.01
VHGEX:
1.11
JNGIX:
-0.06
VHGEX:
0.48
JNGIX:
-0.15
VHGEX:
1.88
JNGIX:
10.96%
VHGEX:
4.89%
JNGIX:
23.31%
VHGEX:
19.76%
JNGIX:
-35.48%
VHGEX:
-63.67%
JNGIX:
-12.29%
VHGEX:
-2.02%
Returns By Period
In the year-to-date period, JNGIX achieves a 3.15% return, which is significantly lower than VHGEX's 4.90% return. Over the past 10 years, JNGIX has underperformed VHGEX with an annualized return of 5.35%, while VHGEX has yielded a comparatively higher 8.95% annualized return.
JNGIX
3.15%
6.71%
-11.58%
-0.82%
2.38%
6.82%
5.35%
VHGEX
4.90%
6.64%
0.39%
10.03%
10.83%
11.37%
8.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JNGIX vs. VHGEX - Expense Ratio Comparison
JNGIX has a 0.75% expense ratio, which is higher than VHGEX's 0.45% expense ratio.
Risk-Adjusted Performance
JNGIX vs. VHGEX — Risk-Adjusted Performance Rank
JNGIX
VHGEX
JNGIX vs. VHGEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Growth And Income Fund (JNGIX) and Vanguard Global Equity Fund (VHGEX). 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.
Loading data...
Dividends
JNGIX vs. VHGEX - Dividend Comparison
JNGIX's dividend yield for the trailing twelve months is around 14.76%, more than VHGEX's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNGIX Janus Henderson Growth And Income Fund | 14.76% | 15.34% | 7.88% | 6.69% | 5.59% | 4.23% | 3.77% | 7.99% | 3.50% | 8.89% | 10.57% | 2.72% |
VHGEX Vanguard Global Equity Fund | 4.04% | 4.23% | 1.15% | 11.32% | 10.90% | 2.88% | 6.20% | 8.45% | 1.29% | 1.51% | 1.71% | 1.56% |
Drawdowns
JNGIX vs. VHGEX - Drawdown Comparison
The maximum JNGIX drawdown since its inception was -35.48%, smaller than the maximum VHGEX drawdown of -63.67%. Use the drawdown chart below to compare losses from any high point for JNGIX and VHGEX.
Loading data...
Volatility
JNGIX vs. VHGEX - Volatility Comparison
Janus Henderson Growth And Income Fund (JNGIX) has a higher volatility of 5.13% compared to Vanguard Global Equity Fund (VHGEX) at 4.76%. This indicates that JNGIX's price experiences larger fluctuations and is considered to be riskier than VHGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...