QDISX vs. JNRFX
Compare and contrast key facts about Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and Janus Henderson Research Fund (JNRFX).
QDISX is managed by T. Rowe Price. It was launched on Dec 12, 2019. JNRFX is managed by Janus Henderson. It was launched on May 3, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QDISX or JNRFX.
Correlation
The correlation between QDISX and JNRFX 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.
Performance
QDISX vs. JNRFX - Performance Comparison
Key characteristics
QDISX:
0.22
JNRFX:
0.25
QDISX:
0.42
JNRFX:
0.53
QDISX:
1.06
JNRFX:
1.07
QDISX:
0.20
JNRFX:
0.26
QDISX:
0.78
JNRFX:
0.83
QDISX:
5.04%
JNRFX:
7.75%
QDISX:
18.33%
JNRFX:
25.58%
QDISX:
-33.98%
JNRFX:
-43.98%
QDISX:
-10.09%
JNRFX:
-14.93%
Returns By Period
In the year-to-date period, QDISX achieves a -3.81% return, which is significantly higher than JNRFX's -8.04% return.
QDISX
-3.81%
-3.70%
-7.24%
4.60%
14.55%
N/A
JNRFX
-8.04%
-1.75%
-9.44%
7.54%
10.68%
5.72%
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QDISX vs. JNRFX - Expense Ratio Comparison
QDISX has a 0.00% expense ratio, which is lower than JNRFX's 0.66% expense ratio.
Risk-Adjusted Performance
QDISX vs. JNRFX — Risk-Adjusted Performance Rank
QDISX
JNRFX
QDISX vs. JNRFX - 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 Research Fund (JNRFX). 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. JNRFX - Dividend Comparison
QDISX's dividend yield for the trailing twelve months is around 1.57%, while JNRFX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | 1.57% | 1.51% | 1.53% | 1.61% | 1.13% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JNRFX Janus Henderson Research Fund | 0.00% | 0.00% | 0.05% | 0.19% | 0.00% | 0.11% | 0.86% | 0.36% | 0.42% | 0.29% | 0.45% | 0.38% |
Drawdowns
QDISX vs. JNRFX - Drawdown Comparison
The maximum QDISX drawdown since its inception was -33.98%, smaller than the maximum JNRFX drawdown of -43.98%. Use the drawdown chart below to compare losses from any high point for QDISX and JNRFX. For additional features, visit the drawdowns tool.
Volatility
QDISX vs. JNRFX - Volatility Comparison
The current volatility for Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) is 12.30%, while Janus Henderson Research Fund (JNRFX) has a volatility of 16.53%. This indicates that QDISX experiences smaller price fluctuations and is considered to be less risky than JNRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.