VIMCX vs. JANEX
Compare and contrast key facts about Virtus KAR Mid-Cap Core Fund (VIMCX) and Janus Henderson Enterprise Fund (JANEX).
VIMCX is managed by Virtus. It was launched on Jun 22, 2009. JANEX is managed by Janus Henderson. It was launched on Sep 1, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMCX or JANEX.
Key characteristics
| VIMCX | JANEX | |
|---|---|---|
| YTD Return | 6.89% | 12.67% |
| 1Y Return | 15.11% | 18.96% |
| 3Y Return (Ann) | 3.54% | 4.84% |
| 5Y Return (Ann) | 11.95% | 10.54% |
| 10Y Return (Ann) | 12.69% | 12.57% |
| Sharpe Ratio | 1.07 | 1.17 |
| Daily Std Dev | 15.01% | 17.20% |
| Max Drawdown | -33.92% | -38.24% |
| Current Drawdown | -0.44% | -1.77% |
Correlation
The correlation between VIMCX and JANEX is 0.92, 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
VIMCX vs. JANEX - Performance Comparison
In the year-to-date period, VIMCX achieves a 6.89% return, which is significantly lower than JANEX's 12.67% return. Both investments have delivered pretty close results over the past 10 years, with VIMCX having a 12.69% annualized return and JANEX not far behind at 12.57%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIMCX vs. JANEX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is higher than JANEX's 0.79% expense ratio.
Risk-Adjusted Performance
VIMCX vs. JANEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and Janus Henderson Enterprise Fund (JANEX). 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
VIMCX vs. JANEX - Dividend Comparison
VIMCX's dividend yield for the trailing twelve months is around 2.21%, less than JANEX's 6.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 2.21% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% | 5.50% | 1.57% |
JANEX Janus Henderson Enterprise Fund | 6.68% | 7.52% | 10.51% | 15.98% | 8.46% | 4.45% | 6.38% | 1.87% | 1.74% | 3.55% | 5.78% | 5.45% |
Drawdowns
VIMCX vs. JANEX - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum JANEX drawdown of -38.24%. Use the drawdown chart below to compare losses from any high point for VIMCX and JANEX. For additional features, visit the drawdowns tool.
Volatility
VIMCX vs. JANEX - Volatility Comparison
Virtus KAR Mid-Cap Core Fund (VIMCX) has a higher volatility of 4.42% compared to Janus Henderson Enterprise Fund (JANEX) at 3.98%. This indicates that VIMCX's price experiences larger fluctuations and is considered to be riskier than JANEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.