VIMCX vs. JANEX
VIMCX (Virtus KAR Mid-Cap Core Fund) and JANEX (Janus Henderson Enterprise Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, VIMCX returned 10.57%/yr vs 12.37%/yr for JANEX. Their correlation of 0.92 means they have usually moved in the same direction. VIMCX charges 0.95%/yr vs 0.79%/yr for JANEX.
Performance
VIMCX vs. JANEX - Performance Comparison
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Returns By Period
In the year-to-date period, VIMCX achieves a 0.70% return, which is significantly lower than JANEX's 7.83% return. Over the past 10 years, VIMCX has underperformed JANEX with an annualized return of 10.57%, while JANEX has yielded a comparatively higher 12.37% annualized return.
VIMCX
- 1D
- -0.69%
- 1M
- -0.74%
- 6M
- -2.71%
- YTD
- 0.70%
- 1Y
- 0.01%
- 3Y*
- 4.29%
- 5Y*
- 2.10%
- 10Y*
- 10.57%
- ALL TIME*
- 12.48%
JANEX
- 1D
- 0.28%
- 1M
- -0.93%
- 6M
- 7.93%
- YTD
- 7.83%
- 1Y
- 12.57%
- 3Y*
- 10.82%
- 5Y*
- 6.55%
- 10Y*
- 12.37%
- ALL TIME*
- 9.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VIMCX vs. JANEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 0.70% | 0.72% | 5.20% | 22.64% | -19.75% | 25.28% | 26.11% | 31.74% | -4.18% | 24.95% |
JANEX Janus Henderson Enterprise Fund | 7.83% | 7.64% | 15.25% | 17.99% | -16.03% | 17.02% | 20.38% | 35.22% | -0.95% | 26.36% |
Correlation
The correlation between VIMCX and JANEX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2009 | 0.92 |
The correlation between VIMCX and JANEX has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.
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Return for Risk
VIMCX vs. JANEX — Risk / Return Rank
VIMCX
JANEX
VIMCX vs. JANEX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VIMCX | JANEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.14 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 0.94 | -1.12 |
| Martin ratioReturn relative to average drawdown | -0.44 | 3.29 | -3.73 |
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Drawdowns
VIMCX vs. JANEX - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum JANEX drawdown of -79.85%. Use the drawdown chart below to compare losses from any high point for VIMCX and JANEX.
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Drawdown Indicators
| VIMCX | JANEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.92% | -79.85% | +45.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -11.40% | -0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -20.32% | -19.57% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -24.24% | -4.18% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -38.24% | +4.32% |
Current DrawdownCurrent decline from peak | -5.87% | -1.33% | -4.54% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -25.00% | +20.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 3.26% | +1.60% |
Volatility
VIMCX vs. JANEX - Volatility Comparison
Virtus KAR Mid-Cap Core Fund (VIMCX) has a higher volatility of 3.83% compared to Janus Henderson Enterprise Fund (JANEX) at 3.03%. 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.
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Volatility by Period
| VIMCX | JANEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 3.03% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 11.34% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.38% | 14.38% | +2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.21% | 17.73% | +0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 18.68% | -0.02% |
VIMCX vs. JANEX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is higher than JANEX's 0.79% expense ratio.
Dividends
VIMCX vs. JANEX - Dividend Comparison
VIMCX's dividend yield for the trailing twelve months is around 4.38%, less than JANEX's 6.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANEX Janus Henderson Enterprise Fund | 6.97% | 7.51% | 7.00% | 7.52% | 10.51% | 15.98% | 8.46% | 4.45% | 6.38% | 1.78% | 1.64% | 3.64% |
VIMCX Virtus KAR Mid-Cap Core Fund | 4.38% | 4.41% | 0.00% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% |
Frequently Asked Questions
VIMCX and JANEX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIMCX has higher volatility (3.83%) compared to JANEX (3.03%). In terms of maximum drawdown, VIMCX dropped -33.92% vs JANEX's -79.85%.
JANEX currently has the higher Sharpe Ratio (0.75 vs -0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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