JNOSX vs. FBALX
Compare and contrast key facts about Janus Henderson Overseas Fund (JNOSX) and Fidelity Balanced Fund (FBALX).
JNOSX is managed by Janus Henderson. It was launched on May 2, 1994. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
JNOSX vs. FBALX - Performance Comparison
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JNOSX vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNOSX Janus Henderson Overseas Fund | -2.62% | 28.76% | 5.89% | 10.94% | -8.71% | 13.11% | 16.71% | 28.21% | -15.30% | 31.33% |
FBALX Fidelity Balanced Fund | -1.74% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 16.52% |
Returns By Period
In the year-to-date period, JNOSX achieves a -2.62% return, which is significantly lower than FBALX's -1.74% return. Over the past 10 years, JNOSX has underperformed FBALX with an annualized return of 10.16%, while FBALX has yielded a comparatively higher 10.73% annualized return.
JNOSX
- 1D
- -0.18%
- 1M
- -10.88%
- YTD
- -2.62%
- 6M
- 1.89%
- 1Y
- 19.19%
- 3Y*
- 11.48%
- 5Y*
- 7.69%
- 10Y*
- 10.16%
FBALX
- 1D
- 2.04%
- 1M
- -3.87%
- YTD
- -1.74%
- 6M
- 0.80%
- 1Y
- 15.76%
- 3Y*
- 13.67%
- 5Y*
- 7.65%
- 10Y*
- 10.73%
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JNOSX vs. FBALX - Expense Ratio Comparison
JNOSX has a 0.95% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Return for Risk
JNOSX vs. FBALX — Risk / Return Rank
JNOSX
FBALX
JNOSX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Overseas Fund (JNOSX) and Fidelity Balanced Fund (FBALX). 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.
| JNOSX | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.37 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.99 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 2.05 | -0.77 |
Martin ratioReturn relative to average drawdown | 5.56 | 9.47 | -3.92 |
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
| JNOSX | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.37 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.63 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.84 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.79 | -0.45 |
Correlation
The correlation between JNOSX and FBALX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JNOSX vs. FBALX - Dividend Comparison
JNOSX's dividend yield for the trailing twelve months is around 1.32%, less than FBALX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNOSX Janus Henderson Overseas Fund | 1.32% | 1.29% | 1.65% | 1.39% | 1.59% | 1.04% | 0.88% | 2.77% | 1.15% | 1.86% | 1.32% | 4.63% |
FBALX Fidelity Balanced Fund | 5.79% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
JNOSX vs. FBALX - Drawdown Comparison
The maximum JNOSX drawdown since its inception was -72.45%, which is greater than FBALX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for JNOSX and FBALX.
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Drawdown Indicators
| JNOSX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.45% | -43.57% | -28.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -8.14% | -4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -25.89% | -22.89% | -3.00% |
Max Drawdown (10Y)Largest decline over 10 years | -36.68% | -26.68% | -10.00% |
Current DrawdownCurrent decline from peak | -10.88% | -4.56% | -6.32% |
Average DrawdownAverage peak-to-trough decline | -27.10% | -4.39% | -22.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 1.76% | +1.18% |
Volatility
JNOSX vs. FBALX - Volatility Comparison
Janus Henderson Overseas Fund (JNOSX) has a higher volatility of 5.97% compared to Fidelity Balanced Fund (FBALX) at 4.19%. This indicates that JNOSX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JNOSX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 4.19% | +1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 6.77% | +2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 11.94% | +2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.69% | 12.18% | +3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.08% | 12.75% | +4.33% |