Correlation
The correlation between JSIVX and FZIPX is 0.76, 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.
JSIVX vs. FZIPX
Compare and contrast key facts about Janus Henderson Small Cap Value Fund (JSIVX) and Fidelity ZERO Extended Market Index Fund (FZIPX).
JSIVX is managed by Janus Henderson. It was launched on Feb 14, 1985. FZIPX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSIVX or FZIPX.
Performance
JSIVX vs. FZIPX - Performance Comparison
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Key characteristics
JSIVX:
-0.51
FZIPX:
0.24
JSIVX:
-0.56
FZIPX:
0.48
JSIVX:
0.93
FZIPX:
1.06
JSIVX:
-0.39
FZIPX:
0.20
JSIVX:
-0.86
FZIPX:
0.61
JSIVX:
14.64%
FZIPX:
8.25%
JSIVX:
25.10%
FZIPX:
23.05%
JSIVX:
-62.48%
FZIPX:
-42.71%
JSIVX:
-23.33%
FZIPX:
-11.23%
Returns By Period
In the year-to-date period, JSIVX achieves a -7.10% return, which is significantly lower than FZIPX's -3.60% return.
JSIVX
-7.10%
4.00%
-22.61%
-13.67%
-2.08%
4.83%
0.40%
FZIPX
-3.60%
5.30%
-10.87%
4.50%
6.65%
10.54%
N/A
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JSIVX vs. FZIPX - Expense Ratio Comparison
JSIVX has a 0.81% expense ratio, which is higher than FZIPX's 0.00% expense ratio.
Risk-Adjusted Performance
JSIVX vs. FZIPX — Risk-Adjusted Performance Rank
JSIVX
FZIPX
JSIVX vs. FZIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Small Cap Value Fund (JSIVX) and Fidelity ZERO Extended Market Index Fund (FZIPX). 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
JSIVX vs. FZIPX - Dividend Comparison
JSIVX's dividend yield for the trailing twelve months is around 11.82%, more than FZIPX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSIVX Janus Henderson Small Cap Value Fund | 11.82% | 10.98% | 5.35% | 4.94% | 1.84% | 1.15% | 1.11% | 8.15% | 8.74% | 3.77% | 15.30% | 27.22% |
FZIPX Fidelity ZERO Extended Market Index Fund | 1.27% | 1.22% | 1.43% | 1.64% | 6.97% | 2.15% | 1.80% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JSIVX vs. FZIPX - Drawdown Comparison
The maximum JSIVX drawdown since its inception was -62.48%, which is greater than FZIPX's maximum drawdown of -42.71%. Use the drawdown chart below to compare losses from any high point for JSIVX and FZIPX.
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Volatility
JSIVX vs. FZIPX - Volatility Comparison
Janus Henderson Small Cap Value Fund (JSIVX) has a higher volatility of 6.75% compared to Fidelity ZERO Extended Market Index Fund (FZIPX) at 6.20%. This indicates that JSIVX's price experiences larger fluctuations and is considered to be riskier than FZIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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