JNRFX vs. JNGTX
Compare and contrast key facts about Janus Henderson Research Fund (JNRFX) and Janus Henderson Global Technology and Innovation Fund Class D (JNGTX).
JNRFX is managed by Janus Henderson. It was launched on May 3, 1993. JNGTX is managed by Janus Henderson. It was launched on Dec 31, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNRFX or JNGTX.
Correlation
The correlation between JNRFX and JNGTX is 0.95, 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.
Performance
JNRFX vs. JNGTX - Performance Comparison
Key characteristics
JNRFX:
1.51
JNGTX:
0.77
JNRFX:
2.03
JNGTX:
1.10
JNRFX:
1.27
JNGTX:
1.16
JNRFX:
2.13
JNGTX:
0.98
JNRFX:
7.13
JNGTX:
2.91
JNRFX:
3.94%
JNGTX:
6.25%
JNRFX:
18.65%
JNGTX:
23.49%
JNRFX:
-43.98%
JNGTX:
-53.97%
JNRFX:
-3.50%
JNGTX:
-10.26%
Returns By Period
In the year-to-date period, JNRFX achieves a 4.32% return, which is significantly lower than JNGTX's 4.66% return. Over the past 10 years, JNRFX has underperformed JNGTX with an annualized return of 7.79%, while JNGTX has yielded a comparatively higher 11.87% annualized return.
JNRFX
4.32%
0.98%
11.56%
26.84%
11.77%
7.79%
JNGTX
4.66%
1.65%
2.14%
17.21%
10.22%
11.87%
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JNRFX vs. JNGTX - Expense Ratio Comparison
JNRFX has a 0.66% expense ratio, which is lower than JNGTX's 0.79% expense ratio.
Risk-Adjusted Performance
JNRFX vs. JNGTX — Risk-Adjusted Performance Rank
JNRFX
JNGTX
JNRFX vs. JNGTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Research Fund (JNRFX) and Janus Henderson Global Technology and Innovation Fund Class D (JNGTX). 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.
Dividends
JNRFX vs. JNGTX - Dividend Comparison
Neither JNRFX nor JNGTX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNRFX Janus Henderson Research Fund | 0.00% | 0.00% | 0.05% | 0.19% | 0.00% | 0.11% | 0.86% | 0.36% | 0.42% | 0.29% | 0.45% | 0.38% |
JNGTX Janus Henderson Global Technology and Innovation Fund Class D | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.35% | 0.14% | 0.01% | 0.00% | 0.36% | 0.12% |
Drawdowns
JNRFX vs. JNGTX - Drawdown Comparison
The maximum JNRFX drawdown since its inception was -43.98%, smaller than the maximum JNGTX drawdown of -53.97%. Use the drawdown chart below to compare losses from any high point for JNRFX and JNGTX. For additional features, visit the drawdowns tool.
Volatility
JNRFX vs. JNGTX - Volatility Comparison
Janus Henderson Research Fund (JNRFX) and Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) have volatilities of 5.34% and 5.52%, 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.