MVALX vs. JANBX
Compare and contrast key facts about Meridian Contrarian Fund (MVALX) and Janus Henderson Balanced Fund (JANBX).
MVALX is managed by Meridian. It was launched on Feb 10, 1994. 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: MVALX or JANBX.
Correlation
The correlation between MVALX and JANBX is 0.81, 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
MVALX vs. JANBX - Performance Comparison
Key characteristics
MVALX:
0.38
JANBX:
0.89
MVALX:
0.62
JANBX:
1.18
MVALX:
1.08
JANBX:
1.17
MVALX:
0.19
JANBX:
1.10
MVALX:
1.31
JANBX:
3.15
MVALX:
4.80%
JANBX:
2.88%
MVALX:
16.24%
JANBX:
10.11%
MVALX:
-62.36%
JANBX:
-23.57%
MVALX:
-25.32%
JANBX:
-4.41%
Returns By Period
In the year-to-date period, MVALX achieves a 2.84% return, which is significantly lower than JANBX's 3.21% return. Over the past 10 years, MVALX has underperformed JANBX with an annualized return of 0.36%, while JANBX has yielded a comparatively higher 6.09% annualized return.
MVALX
2.84%
3.46%
4.34%
8.57%
2.43%
0.36%
JANBX
3.21%
4.19%
1.42%
9.46%
5.88%
6.09%
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MVALX vs. JANBX - Expense Ratio Comparison
MVALX has a 1.12% expense ratio, which is higher than JANBX's 0.70% expense ratio.
Risk-Adjusted Performance
MVALX vs. JANBX — Risk-Adjusted Performance Rank
MVALX
JANBX
MVALX vs. JANBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Contrarian Fund (MVALX) 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
MVALX vs. JANBX - Dividend Comparison
MVALX's dividend yield for the trailing twelve months is around 0.47%, less than JANBX's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVALX Meridian Contrarian Fund | 0.47% | 0.49% | 0.46% | 0.00% | 0.00% | 2.25% | 0.89% | 1.58% | 0.01% | 0.03% | 0.07% | 0.22% |
JANBX Janus Henderson Balanced Fund | 2.02% | 2.09% | 2.25% | 1.10% | 0.84% | 1.36% | 1.80% | 1.91% | 1.91% | 2.17% | 1.68% | 1.91% |
Drawdowns
MVALX vs. JANBX - Drawdown Comparison
The maximum MVALX drawdown since its inception was -62.36%, which is greater than JANBX's maximum drawdown of -23.57%. Use the drawdown chart below to compare losses from any high point for MVALX and JANBX. For additional features, visit the drawdowns tool.
Volatility
MVALX vs. JANBX - Volatility Comparison
Meridian Contrarian Fund (MVALX) has a higher volatility of 4.84% compared to Janus Henderson Balanced Fund (JANBX) at 2.73%. This indicates that MVALX'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.