JNRFX vs. AMRGX
Compare and contrast key facts about Janus Henderson Research Fund (JNRFX) and American Growth Fund Series One (AMRGX).
JNRFX is managed by Janus Henderson. It was launched on May 3, 1993. AMRGX is managed by American Growth. It was launched on Jul 31, 1958.
Performance
JNRFX vs. AMRGX - Performance Comparison
Loading graphics...
JNRFX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNRFX Janus Henderson Research Fund | -10.67% | 18.45% | 35.13% | 43.14% | -29.96% | 20.19% | 32.82% | 35.40% | -2.73% | 25.90% |
AMRGX American Growth Fund Series One | 1.60% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
Returns By Period
In the year-to-date period, JNRFX achieves a -10.67% return, which is significantly lower than AMRGX's 1.60% return. Over the past 10 years, JNRFX has outperformed AMRGX with an annualized return of 14.57%, while AMRGX has yielded a comparatively lower 10.73% annualized return.
JNRFX
- 1D
- 3.86%
- 1M
- -6.01%
- YTD
- -10.67%
- 6M
- -10.21%
- 1Y
- 15.96%
- 3Y*
- 21.52%
- 5Y*
- 10.93%
- 10Y*
- 14.57%
AMRGX
- 1D
- 2.95%
- 1M
- -8.89%
- YTD
- 1.60%
- 6M
- 10.24%
- 1Y
- 18.83%
- 3Y*
- 15.12%
- 5Y*
- 7.66%
- 10Y*
- 10.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JNRFX vs. AMRGX - Expense Ratio Comparison
JNRFX has a 0.66% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Return for Risk
JNRFX vs. AMRGX — Risk / Return Rank
JNRFX
AMRGX
JNRFX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Research Fund (JNRFX) and American Growth Fund Series One (AMRGX). 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.
| JNRFX | AMRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.71 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.25 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.20 | -0.22 |
Martin ratioReturn relative to average drawdown | 3.52 | 2.91 | +0.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JNRFX | AMRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.71 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.35 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.51 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.10 | +0.34 |
Correlation
The correlation between JNRFX and AMRGX is 0.83, 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
JNRFX vs. AMRGX - Dividend Comparison
JNRFX's dividend yield for the trailing twelve months is around 13.36%, less than AMRGX's 17.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNRFX Janus Henderson Research Fund | 13.36% | 11.94% | 5.11% | 2.93% | 0.43% | 13.01% | 2.98% | 10.37% | 11.06% | 8.22% | 5.41% | 9.21% |
AMRGX American Growth Fund Series One | 17.54% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JNRFX vs. AMRGX - Drawdown Comparison
The maximum JNRFX drawdown since its inception was -74.74%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for JNRFX and AMRGX.
Loading graphics...
Drawdown Indicators
| JNRFX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.74% | -80.32% | +5.58% |
Max Drawdown (1Y)Largest decline over 1 year | -17.05% | -13.98% | -3.07% |
Max Drawdown (5Y)Largest decline over 5 years | -36.48% | -35.42% | -1.06% |
Max Drawdown (10Y)Largest decline over 10 years | -36.48% | -35.42% | -1.06% |
Current DrawdownCurrent decline from peak | -13.85% | -11.44% | -2.41% |
Average DrawdownAverage peak-to-trough decline | -25.07% | -40.45% | +15.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 5.78% | -1.00% |
Volatility
JNRFX vs. AMRGX - Volatility Comparison
Janus Henderson Research Fund (JNRFX) and American Growth Fund Series One (AMRGX) have volatilities of 7.06% and 7.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JNRFX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 7.00% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 23.66% | -11.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 28.35% | -5.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.03% | 21.88% | +0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 21.32% | -0.05% |