JNGIX vs. VSEQX
Compare and contrast key facts about Janus Henderson Growth And Income Fund (JNGIX) and Vanguard Strategic Equity Fund (VSEQX).
JNGIX is managed by Janus Henderson. It was launched on May 15, 1991. VSEQX is managed by Vanguard. It was launched on Aug 14, 1995.
Performance
JNGIX vs. VSEQX - Performance Comparison
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JNGIX vs. VSEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNGIX Janus Henderson Growth And Income Fund | -4.86% | 20.07% | 15.26% | 18.06% | -14.27% | 28.97% | 10.35% | 27.14% | -1.96% | 24.20% |
VSEQX Vanguard Strategic Equity Fund | 1.73% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
Returns By Period
In the year-to-date period, JNGIX achieves a -4.86% return, which is significantly lower than VSEQX's 1.73% return. Both investments have delivered pretty close results over the past 10 years, with JNGIX having a 12.38% annualized return and VSEQX not far behind at 11.81%.
JNGIX
- 1D
- 2.72%
- 1M
- -6.13%
- YTD
- -4.86%
- 6M
- -2.94%
- 1Y
- 19.14%
- 3Y*
- 14.08%
- 5Y*
- 9.84%
- 10Y*
- 12.38%
VSEQX
- 1D
- 2.86%
- 1M
- -4.48%
- YTD
- 1.73%
- 6M
- 4.20%
- 1Y
- 24.89%
- 3Y*
- 16.51%
- 5Y*
- 10.14%
- 10Y*
- 11.81%
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JNGIX vs. VSEQX - Expense Ratio Comparison
JNGIX has a 0.75% expense ratio, which is higher than VSEQX's 0.17% expense ratio.
Return for Risk
JNGIX vs. VSEQX — Risk / Return Rank
JNGIX
VSEQX
JNGIX vs. VSEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Growth And Income Fund (JNGIX) and Vanguard Strategic Equity Fund (VSEQX). 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.
| JNGIX | VSEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.22 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.79 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.79 | -0.07 |
Martin ratioReturn relative to average drawdown | 7.46 | 8.54 | -1.07 |
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
| JNGIX | VSEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.22 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.51 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.55 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.48 | -0.03 |
Correlation
The correlation between JNGIX and VSEQX is 0.87, 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
JNGIX vs. VSEQX - Dividend Comparison
JNGIX's dividend yield for the trailing twelve months is around 15.57%, more than VSEQX's 10.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNGIX Janus Henderson Growth And Income Fund | 15.57% | 14.98% | 15.34% | 7.88% | 6.69% | 5.59% | 4.22% | 3.89% | 7.99% | 2.92% | 7.88% | 9.59% |
VSEQX Vanguard Strategic Equity Fund | 10.97% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
Drawdowns
JNGIX vs. VSEQX - Drawdown Comparison
The maximum JNGIX drawdown since its inception was -63.66%, roughly equal to the maximum VSEQX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for JNGIX and VSEQX.
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Drawdown Indicators
| JNGIX | VSEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.66% | -63.55% | -0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -14.30% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -26.75% | -24.73% | -2.02% |
Max Drawdown (10Y)Largest decline over 10 years | -35.48% | -44.08% | +8.60% |
Current DrawdownCurrent decline from peak | -7.69% | -4.96% | -2.73% |
Average DrawdownAverage peak-to-trough decline | -15.49% | -9.11% | -6.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.00% | -0.28% |
Volatility
JNGIX vs. VSEQX - Volatility Comparison
The current volatility for Janus Henderson Growth And Income Fund (JNGIX) is 5.38%, while Vanguard Strategic Equity Fund (VSEQX) has a volatility of 6.00%. This indicates that JNGIX experiences smaller price fluctuations and is considered to be less risky than VSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JNGIX | VSEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 6.00% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 11.71% | -1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 20.91% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.58% | 20.00% | -1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 21.42% | -2.57% |