JNSGX vs. FGCKX
Compare and contrast key facts about Janus Henderson Global Allocation Fund - Growth (JNSGX) and Fidelity Growth Company K (FGCKX).
JNSGX is managed by Janus Henderson. It was launched on Dec 29, 2005. FGCKX is an actively managed fund by Fidelity. It was launched on May 15, 2008.
Performance
JNSGX vs. FGCKX - Performance Comparison
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JNSGX vs. FGCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNSGX Janus Henderson Global Allocation Fund - Growth | -2.50% | 18.68% | 11.17% | 13.71% | -17.82% | 10.38% | 14.54% | 19.94% | -8.20% | 19.73% |
FGCKX Fidelity Growth Company K | -2.70% | 18.67% | 37.30% | 47.35% | -33.82% | 22.62% | 67.61% | 38.50% | -4.07% | 36.89% |
Returns By Period
In the year-to-date period, JNSGX achieves a -2.50% return, which is significantly higher than FGCKX's -2.70% return. Over the past 10 years, JNSGX has underperformed FGCKX with an annualized return of 7.55%, while FGCKX has yielded a comparatively higher 20.43% annualized return.
JNSGX
- 1D
- 2.48%
- 1M
- -5.00%
- YTD
- -2.50%
- 6M
- -0.57%
- 1Y
- 15.71%
- 3Y*
- 11.43%
- 5Y*
- 4.86%
- 10Y*
- 7.55%
FGCKX
- 1D
- 4.46%
- 1M
- -4.64%
- YTD
- -2.70%
- 6M
- -3.14%
- 1Y
- 31.27%
- 3Y*
- 26.04%
- 5Y*
- 12.71%
- 10Y*
- 20.43%
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JNSGX vs. FGCKX - Expense Ratio Comparison
JNSGX has a 0.26% expense ratio, which is lower than FGCKX's 0.65% expense ratio.
Return for Risk
JNSGX vs. FGCKX — Risk / Return Rank
JNSGX
FGCKX
JNSGX vs. FGCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Allocation Fund - Growth (JNSGX) and Fidelity Growth Company K (FGCKX). 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.
| JNSGX | FGCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.31 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.89 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.27 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 2.13 | -0.53 |
Martin ratioReturn relative to average drawdown | 7.10 | 7.49 | -0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JNSGX | FGCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.31 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.53 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.88 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.66 | -0.25 |
Correlation
The correlation between JNSGX and FGCKX is 0.85, 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
JNSGX vs. FGCKX - Dividend Comparison
JNSGX's dividend yield for the trailing twelve months is around 6.85%, while FGCKX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNSGX Janus Henderson Global Allocation Fund - Growth | 6.85% | 6.68% | 9.20% | 1.46% | 4.67% | 16.70% | 4.75% | 7.16% | 5.35% | 6.43% | 2.55% | 10.31% |
FGCKX Fidelity Growth Company K | 0.00% | 0.00% | 8.80% | 3.81% | 7.16% | 10.63% | 8.83% | 3.84% | 6.38% | 4.73% | 6.20% | 3.96% |
Drawdowns
JNSGX vs. FGCKX - Drawdown Comparison
The maximum JNSGX drawdown since its inception was -50.39%, roughly equal to the maximum FGCKX drawdown of -51.01%. Use the drawdown chart below to compare losses from any high point for JNSGX and FGCKX.
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Drawdown Indicators
| JNSGX | FGCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.39% | -51.01% | +0.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -13.09% | +3.11% |
Max Drawdown (5Y)Largest decline over 5 years | -26.30% | -40.21% | +13.91% |
Max Drawdown (10Y)Largest decline over 10 years | -29.47% | -40.21% | +10.74% |
Current DrawdownCurrent decline from peak | -6.21% | -8.65% | +2.44% |
Average DrawdownAverage peak-to-trough decline | -8.08% | -9.03% | +0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 3.72% | -1.48% |
Volatility
JNSGX vs. FGCKX - Volatility Comparison
The current volatility for Janus Henderson Global Allocation Fund - Growth (JNSGX) is 5.36%, while Fidelity Growth Company K (FGCKX) has a volatility of 8.22%. This indicates that JNSGX experiences smaller price fluctuations and is considered to be less risky than FGCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JNSGX | FGCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 8.22% | -2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 8.29% | 15.30% | -7.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 24.67% | -10.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 24.06% | -11.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.15% | 23.37% | -10.22% |