Correlation
The correlation between JNRFX and FPURX is 0.94, 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.
JNRFX vs. FPURX
Compare and contrast key facts about Janus Henderson Research Fund (JNRFX) and Fidelity Puritan Fund (FPURX).
JNRFX is managed by Janus Henderson. It was launched on May 3, 1993. FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNRFX or FPURX.
Performance
JNRFX vs. FPURX - Performance Comparison
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Key characteristics
JNRFX:
0.67
FPURX:
0.57
JNRFX:
0.99
FPURX:
0.76
JNRFX:
1.14
FPURX:
1.10
JNRFX:
0.66
FPURX:
0.47
JNRFX:
2.20
FPURX:
1.57
JNRFX:
6.82%
FPURX:
4.33%
JNRFX:
25.56%
FPURX:
14.08%
JNRFX:
-36.48%
FPURX:
-31.26%
JNRFX:
-2.89%
FPURX:
-4.38%
Returns By Period
In the year-to-date period, JNRFX achieves a 1.71% return, which is significantly higher than FPURX's -0.57% return. Over the past 10 years, JNRFX has outperformed FPURX with an annualized return of 13.91%, while FPURX has yielded a comparatively lower 9.18% annualized return.
JNRFX
1.71%
8.27%
1.81%
16.89%
21.65%
16.26%
13.91%
FPURX
-0.57%
3.58%
-2.42%
7.82%
9.95%
10.76%
9.18%
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JNRFX vs. FPURX - Expense Ratio Comparison
JNRFX has a 0.66% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
JNRFX vs. FPURX — Risk-Adjusted Performance Rank
JNRFX
FPURX
JNRFX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Research Fund (JNRFX) and Fidelity Puritan Fund (FPURX). 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
JNRFX vs. FPURX - Dividend Comparison
JNRFX's dividend yield for the trailing twelve months is around 5.02%, less than FPURX's 11.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNRFX Janus Henderson Research Fund | 5.02% | 5.11% | 2.93% | 0.43% | 13.01% | 2.98% | 10.76% | 11.06% | 8.47% | 5.70% | 9.66% | 14.59% |
FPURX Fidelity Puritan Fund | 11.44% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.49% | 8.93% |
Drawdowns
JNRFX vs. FPURX - Drawdown Comparison
The maximum JNRFX drawdown since its inception was -36.48%, which is greater than FPURX's maximum drawdown of -31.26%. Use the drawdown chart below to compare losses from any high point for JNRFX and FPURX.
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Volatility
JNRFX vs. FPURX - Volatility Comparison
Janus Henderson Research Fund (JNRFX) has a higher volatility of 5.70% compared to Fidelity Puritan Fund (FPURX) at 2.76%. This indicates that JNRFX's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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