Correlation
The correlation between JNOSX and FIVFX is 0.73, 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.
JNOSX vs. FIVFX
Compare and contrast key facts about Janus Henderson Overseas Fund (JNOSX) and Fidelity International Capital Appreciation Fund (FIVFX).
JNOSX is managed by Janus Henderson. It was launched on May 2, 1994. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNOSX or FIVFX.
Performance
JNOSX vs. FIVFX - Performance Comparison
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Key characteristics
JNOSX:
0.49
FIVFX:
0.70
JNOSX:
0.63
FIVFX:
1.09
JNOSX:
1.09
FIVFX:
1.15
JNOSX:
0.42
FIVFX:
0.85
JNOSX:
1.42
FIVFX:
3.23
JNOSX:
4.71%
FIVFX:
4.25%
JNOSX:
16.93%
FIVFX:
19.94%
JNOSX:
-48.83%
FIVFX:
-66.56%
JNOSX:
-0.20%
FIVFX:
-0.60%
Returns By Period
In the year-to-date period, JNOSX achieves a 12.03% return, which is significantly lower than FIVFX's 13.47% return. Over the past 10 years, JNOSX has underperformed FIVFX with an annualized return of 5.62%, while FIVFX has yielded a comparatively higher 8.81% annualized return.
JNOSX
12.03%
7.06%
12.49%
7.58%
9.75%
14.19%
5.62%
FIVFX
13.47%
7.61%
11.70%
12.98%
15.33%
11.75%
8.81%
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JNOSX vs. FIVFX - Expense Ratio Comparison
JNOSX has a 0.95% expense ratio, which is lower than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
JNOSX vs. FIVFX — Risk-Adjusted Performance Rank
JNOSX
FIVFX
JNOSX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Overseas Fund (JNOSX) and Fidelity International Capital Appreciation Fund (FIVFX). 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.
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Dividends
JNOSX vs. FIVFX - Dividend Comparison
JNOSX's dividend yield for the trailing twelve months is around 1.48%, less than FIVFX's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNOSX Janus Henderson Overseas Fund | 1.48% | 1.66% | 1.39% | 1.59% | 1.04% | 0.88% | 2.77% | 1.15% | 1.86% | 1.32% | 4.63% | 1.11% |
FIVFX Fidelity International Capital Appreciation Fund | 3.70% | 4.19% | 0.38% | 0.05% | 9.08% | 1.28% | 3.29% | 3.01% | 3.31% | 0.68% | 1.57% | 5.53% |
Drawdowns
JNOSX vs. FIVFX - Drawdown Comparison
The maximum JNOSX drawdown since its inception was -48.83%, smaller than the maximum FIVFX drawdown of -66.56%. Use the drawdown chart below to compare losses from any high point for JNOSX and FIVFX.
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Volatility
JNOSX vs. FIVFX - Volatility Comparison
The current volatility for Janus Henderson Overseas Fund (JNOSX) is 1.98%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 2.78%. This indicates that JNOSX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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