Janus Henderson VIT Enterprise Portfolio (JAAGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JAAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JAAGX
JAAGX charges 0.71% annually. There are 34 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | JAAGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | JAAGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | JAAGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | JAAGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | JAAGX vs VMFGX |
Best Risk-Adjusted Alternatives to JAAGX
JAAGX has a PortfoliosLab risk / return rank of 15. There are 54 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 91 | — | Dec 2016 | JAAGX vs NEEIX | |
| Needham Growth Fund | 91 | — | Jan 1996 | JAAGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 89 | 31.20B | Aug 1995 | JAAGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 89 | — | Oct 2000 | JAAGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 82 | — | Nov 2004 | JAAGX vs POAGX |
Top Performing JAAGX Alternatives (YTD)
JAAGX is at 6.90% YTD. There are 87 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.02% | — | Dec 2016 | JAAGX vs NEEIX | |
| Needham Growth Fund | 56.72% | — | Jan 1996 | JAAGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 37.34% | — | Oct 2000 | JAAGX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.64% | — | Jul 2019 | JAAGX vs CTIGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 26.51% | — | May 2007 | JAAGX vs LSHAX |
Lowest Volatility Alternatives to JAAGX
JAAGX has 14.30% 1-year volatility. There are 17 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 11.00% | — | May 2021 | JAAGX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | JAAGX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | JAAGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | JAAGX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.30% | — | — | JAAGX vs RIPIX |
Lowest Drawdown Alternatives to JAAGX
JAAGX has a 1-year max drawdown of -11.38%. There are 40 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | JAAGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | JAAGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | JAAGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | JAAGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | JAAGX vs SECUX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 59 | 28.37% | — | Dec 1998 | JAAGX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 15 | 3.82% | — | May 1993 | JAAGX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 59 | 28.30% | — | Dec 1998 | JAAGX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 15 | 6.89% | — | Sep 1992 | JAAGX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 10 | 1.04% | — | May 1997 | JAAGX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 27 | 2.68% | — | Aug 1992 | JAAGX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 43 | 14.97% | — | Feb 2005 | JAAGX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 60 | 28.38% | — | Dec 1998 | JAAGX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 60 | 28.11% | — | Jan 2000 | JAAGX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 30 | 21.18% | — | Feb 2000 | JAAGX vs JACNX |
Often Compared With JAAGX
Investors most often compare JAAGX with FTEC, VIIIX, EEOFX. These 18 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare JAAGX with Any Fund or Stock
Compare JAAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JAAGX with funds that move differently
Janus Henderson VIT Enterprise Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JAAGX.
Explore JAAGX Diversifiers