MALOX vs. JANBX
Compare and contrast key facts about BlackRock Global Allocation Fund (MALOX) and Janus Henderson Balanced Fund (JANBX).
MALOX is managed by Blackrock. It was launched on Feb 2, 1989. JANBX is managed by Janus Henderson. It was launched on Aug 31, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MALOX or JANBX.
Correlation
The correlation between MALOX and JANBX is 0.89, 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
MALOX vs. JANBX - Performance Comparison
Key characteristics
MALOX:
0.49
JANBX:
1.05
MALOX:
0.68
JANBX:
1.37
MALOX:
1.10
JANBX:
1.21
MALOX:
0.25
JANBX:
1.28
MALOX:
1.67
JANBX:
4.23
MALOX:
3.03%
JANBX:
2.49%
MALOX:
10.31%
JANBX:
10.10%
MALOX:
-34.53%
JANBX:
-23.57%
MALOX:
-15.44%
JANBX:
-6.92%
Returns By Period
In the year-to-date period, MALOX achieves a 1.12% return, which is significantly higher than JANBX's 0.50% return. Over the past 10 years, MALOX has underperformed JANBX with an annualized return of 0.58%, while JANBX has yielded a comparatively higher 6.07% annualized return.
MALOX
1.12%
-3.75%
0.02%
5.82%
0.13%
0.58%
JANBX
0.50%
-1.42%
-0.35%
10.97%
5.65%
6.07%
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MALOX vs. JANBX - Expense Ratio Comparison
MALOX has a 0.81% expense ratio, which is higher than JANBX's 0.70% expense ratio.
Risk-Adjusted Performance
MALOX vs. JANBX — Risk-Adjusted Performance Rank
MALOX
JANBX
MALOX vs. JANBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Allocation Fund (MALOX) and Janus Henderson Balanced Fund (JANBX). 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
MALOX vs. JANBX - Dividend Comparison
MALOX's dividend yield for the trailing twelve months is around 1.31%, less than JANBX's 2.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALOX BlackRock Global Allocation Fund | 1.31% | 1.32% | 1.55% | 0.00% | 1.29% | 0.66% | 1.39% | 0.94% | 1.25% | 1.28% | 1.37% | 2.64% |
JANBX Janus Henderson Balanced Fund | 2.08% | 2.09% | 2.25% | 1.10% | 0.84% | 1.36% | 1.80% | 1.91% | 1.91% | 2.17% | 1.68% | 1.91% |
Drawdowns
MALOX vs. JANBX - Drawdown Comparison
The maximum MALOX drawdown since its inception was -34.53%, which is greater than JANBX's maximum drawdown of -23.57%. Use the drawdown chart below to compare losses from any high point for MALOX and JANBX. For additional features, visit the drawdowns tool.
Volatility
MALOX vs. JANBX - Volatility Comparison
BlackRock Global Allocation Fund (MALOX) has a higher volatility of 4.75% compared to Janus Henderson Balanced Fund (JANBX) at 3.51%. This indicates that MALOX's price experiences larger fluctuations and is considered to be riskier than JANBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.