Correlation
The correlation between JNSGX and VGSTX is 0.91, 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.
JNSGX vs. VGSTX
Compare and contrast key facts about Janus Henderson Global Allocation Fund - Growth (JNSGX) and Vanguard STAR Fund (VGSTX).
JNSGX is managed by Janus Henderson. It was launched on Dec 29, 2005. VGSTX is managed by Vanguard. It was launched on Mar 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNSGX or VGSTX.
Performance
JNSGX vs. VGSTX - Performance Comparison
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Key characteristics
JNSGX:
0.23
VGSTX:
0.73
JNSGX:
0.32
VGSTX:
1.00
JNSGX:
1.05
VGSTX:
1.14
JNSGX:
0.10
VGSTX:
0.67
JNSGX:
0.44
VGSTX:
2.76
JNSGX:
6.08%
VGSTX:
2.85%
JNSGX:
15.92%
VGSTX:
11.98%
JNSGX:
-34.83%
VGSTX:
-38.62%
JNSGX:
-13.93%
VGSTX:
-0.77%
Returns By Period
In the year-to-date period, JNSGX achieves a 5.41% return, which is significantly higher than VGSTX's 3.71% return. Over the past 10 years, JNSGX has underperformed VGSTX with an annualized return of 0.76%, while VGSTX has yielded a comparatively higher 7.35% annualized return.
JNSGX
5.41%
4.92%
-3.96%
3.00%
4.28%
3.22%
0.76%
VGSTX
3.71%
3.67%
0.70%
8.17%
7.75%
7.97%
7.35%
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JNSGX vs. VGSTX - Expense Ratio Comparison
JNSGX has a 0.26% expense ratio, which is lower than VGSTX's 0.31% expense ratio.
Risk-Adjusted Performance
JNSGX vs. VGSTX — Risk-Adjusted Performance Rank
JNSGX
VGSTX
JNSGX vs. VGSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Allocation Fund - Growth (JNSGX) and Vanguard STAR Fund (VGSTX). 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
JNSGX vs. VGSTX - Dividend Comparison
JNSGX's dividend yield for the trailing twelve months is around 8.73%, more than VGSTX's 6.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNSGX Janus Henderson Global Allocation Fund - Growth | 8.73% | 9.20% | 1.46% | 4.67% | 16.70% | 4.75% | 7.16% | 5.35% | 6.43% | 2.55% | 10.31% | 5.50% |
VGSTX Vanguard STAR Fund | 6.32% | 6.55% | 5.34% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 4.51% | 4.77% | 5.62% | 4.18% |
Drawdowns
JNSGX vs. VGSTX - Drawdown Comparison
The maximum JNSGX drawdown since its inception was -34.83%, smaller than the maximum VGSTX drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for JNSGX and VGSTX.
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Volatility
JNSGX vs. VGSTX - Volatility Comparison
Janus Henderson Global Allocation Fund - Growth (JNSGX) has a higher volatility of 2.99% compared to Vanguard STAR Fund (VGSTX) at 2.83%. This indicates that JNSGX's price experiences larger fluctuations and is considered to be riskier than VGSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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