QDISX vs. JNGIX
Compare and contrast key facts about Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and Janus Henderson Growth And Income Fund (JNGIX).
QDISX is managed by T. Rowe Price. It was launched on Dec 12, 2019. JNGIX is managed by Janus Henderson. It was launched on May 15, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QDISX or JNGIX.
Correlation
The correlation between QDISX and JNGIX is 0.88, 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
QDISX vs. JNGIX - Performance Comparison
Key characteristics
QDISX:
1.38
JNGIX:
0.11
QDISX:
1.93
JNGIX:
0.23
QDISX:
1.25
JNGIX:
1.05
QDISX:
1.92
JNGIX:
0.12
QDISX:
6.73
JNGIX:
0.32
QDISX:
2.76%
JNGIX:
5.96%
QDISX:
13.48%
JNGIX:
17.33%
QDISX:
-33.98%
JNGIX:
-35.48%
QDISX:
-1.05%
JNGIX:
-10.80%
Returns By Period
In the year-to-date period, QDISX achieves a 5.87% return, which is significantly higher than JNGIX's 4.90% return.
QDISX
5.87%
1.98%
5.51%
19.33%
13.47%
N/A
JNGIX
4.90%
1.62%
-4.23%
2.03%
4.48%
5.50%
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QDISX vs. JNGIX - Expense Ratio Comparison
QDISX has a 0.00% expense ratio, which is lower than JNGIX's 0.75% expense ratio.
Risk-Adjusted Performance
QDISX vs. JNGIX — Risk-Adjusted Performance Rank
QDISX
JNGIX
QDISX vs. JNGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and Janus Henderson Growth And Income Fund (JNGIX). 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
QDISX vs. JNGIX - Dividend Comparison
QDISX's dividend yield for the trailing twelve months is around 1.42%, more than JNGIX's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | 1.42% | 1.51% | 1.53% | 1.61% | 1.13% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JNGIX Janus Henderson Growth And Income Fund | 1.03% | 1.08% | 1.16% | 1.28% | 0.81% | 1.34% | 1.77% | 2.06% | 1.77% | 2.37% | 2.03% | 2.08% |
Drawdowns
QDISX vs. JNGIX - Drawdown Comparison
The maximum QDISX drawdown since its inception was -33.98%, roughly equal to the maximum JNGIX drawdown of -35.48%. Use the drawdown chart below to compare losses from any high point for QDISX and JNGIX. For additional features, visit the drawdowns tool.
Volatility
QDISX vs. JNGIX - Volatility Comparison
Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) has a higher volatility of 3.42% compared to Janus Henderson Growth And Income Fund (JNGIX) at 2.97%. This indicates that QDISX's price experiences larger fluctuations and is considered to be riskier than JNGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.