JNRFX vs. OLGAX

In the year-to-date period, JNRFX achieves a 1.77% return, which is significantly higher than OLGAX's 0.22% return. Over the past 10 years, JNRFX has underperformed OLGAX with an annualized return of 13.94%, while OLGAX has yielded a comparatively higher 16.52% annualized return.

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JNRFX has a 0.66% expense ratio, which is lower than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Research Fund (JNRFX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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.

The current JNRFX Sharpe Ratio is 0.63, which is comparable to the OLGAX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of JNRFX and OLGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JNRFX's dividend yield for the trailing twelve months is around 5.02%, more than OLGAX's 1.03% yield.

The maximum JNRFX drawdown since its inception was -36.48%, smaller than the maximum OLGAX drawdown of -63.07%. Use the drawdown chart below to compare losses from any high point for JNRFX and OLGAX.

Janus Henderson Research Fund (JNRFX) has a higher volatility of 5.24% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 4.72%. This indicates that JNRFX's price experiences larger fluctuations and is considered to be riskier than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.