MBCSX vs. JATIX
Compare and contrast key facts about MassMutual Blue Chip Growth Fund (MBCSX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX).
MBCSX is managed by MassMutual. It was launched on May 31, 2001. JATIX is managed by Janus Henderson. It was launched on Dec 31, 1998.
Performance
MBCSX vs. JATIX - Performance Comparison
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MBCSX vs. JATIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MBCSX MassMutual Blue Chip Growth Fund | -14.78% | 16.68% | 35.05% | 51.00% | -34.11% | 17.05% | 33.53% | 38.41% | 0.22% | 34.43% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | -10.63% | 25.04% | 32.38% | 55.38% | -37.60% | 17.57% | 51.25% | 45.27% | 0.97% | 44.79% |
Returns By Period
In the year-to-date period, MBCSX achieves a -14.78% return, which is significantly lower than JATIX's -10.63% return. Over the past 10 years, MBCSX has underperformed JATIX with an annualized return of 15.21%, while JATIX has yielded a comparatively higher 19.99% annualized return.
MBCSX
- 1D
- -0.12%
- 1M
- -9.17%
- YTD
- -14.78%
- 6M
- -13.95%
- 1Y
- 9.58%
- 3Y*
- 19.53%
- 5Y*
- 9.03%
- 10Y*
- 15.21%
JATIX
- 1D
- -1.42%
- 1M
- -10.86%
- YTD
- -10.63%
- 6M
- -9.83%
- 1Y
- 24.41%
- 3Y*
- 23.38%
- 5Y*
- 10.59%
- 10Y*
- 19.99%
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MBCSX vs. JATIX - Expense Ratio Comparison
MBCSX has a 0.73% expense ratio, which is lower than JATIX's 0.76% expense ratio.
Return for Risk
MBCSX vs. JATIX — Risk / Return Rank
MBCSX
JATIX
MBCSX vs. JATIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Blue Chip Growth Fund (MBCSX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX). 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.
| MBCSX | JATIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.94 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.45 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.37 | 1.27 | -0.90 |
Martin ratioReturn relative to average drawdown | 1.29 | 4.39 | -3.10 |
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
| MBCSX | JATIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.94 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.41 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.82 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.83 | -0.43 |
Correlation
The correlation between MBCSX and JATIX is 0.93, 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
MBCSX vs. JATIX - Dividend Comparison
MBCSX's dividend yield for the trailing twelve months is around 50.80%, more than JATIX's 14.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBCSX MassMutual Blue Chip Growth Fund | 50.80% | 43.29% | 13.12% | 23.06% | 18.44% | 21.93% | 4.59% | 11.06% | 6.70% | 4.00% | 4.77% | 18.85% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | 14.75% | 13.19% | 11.48% | 0.76% | 0.00% | 15.67% | 8.94% | 8.47% | 6.65% | 7.41% | 4.80% | 7.71% |
Drawdowns
MBCSX vs. JATIX - Drawdown Comparison
The maximum MBCSX drawdown since its inception was -54.66%, which is greater than JATIX's maximum drawdown of -46.43%. Use the drawdown chart below to compare losses from any high point for MBCSX and JATIX.
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Drawdown Indicators
| MBCSX | JATIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -46.43% | -8.23% |
Max Drawdown (1Y)Largest decline over 1 year | -17.47% | -15.94% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -48.37% | -46.43% | -1.94% |
Max Drawdown (10Y)Largest decline over 10 years | -48.37% | -46.43% | -1.94% |
Current DrawdownCurrent decline from peak | -17.47% | -15.94% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -12.08% | -6.77% | -5.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 4.62% | +0.39% |
Volatility
MBCSX vs. JATIX - Volatility Comparison
The current volatility for MassMutual Blue Chip Growth Fund (MBCSX) is 5.41%, while Janus Henderson Global Technology and Innovation Fund Class I (JATIX) has a volatility of 7.01%. This indicates that MBCSX experiences smaller price fluctuations and is considered to be less risky than JATIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MBCSX | JATIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 7.01% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 15.77% | -3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.49% | 25.26% | -2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.76% | 26.21% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.53% | 24.35% | +1.18% |