Janus Henderson VIT Forty Portfolio (JACAX) belongs to the Large 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 JACAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JACAX
JACAX charges 0.77% annually. There are 176 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | JACAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | JACAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JACAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JACAX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | JACAX vs VRGWX |
Best Risk-Adjusted Alternatives to JACAX
JACAX has a PortfoliosLab risk / return rank of 8. There are 324 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 88 | 92.00B | Nov 1984 | JACAX vs VPMCX | |
| One Rock Fund | 88 | — | Mar 2020 | JACAX vs ONERX | |
| Davis New York Venture Fund Class Y | 85 | — | Feb 1969 | JACAX vs DNVYX | |
| Chase Growth Fund Institutional Class | 85 | — | Jan 2007 | JACAX vs CHAIX | |
| Chase Growth Fund | 84 | — | Dec 1997 | JACAX vs CHASX |
Top Performing JACAX Alternatives (YTD)
JACAX is at 2.37% YTD. There are 333 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | JACAX vs ONERX | |
| ICON Equity Fund | 27.02% | — | Oct 2002 | JACAX vs IOLZX | |
| Chase Growth Fund | 24.49% | — | Dec 1997 | JACAX vs CHASX | |
| Chase Growth Fund Institutional Class | 24.47% | — | Jan 2007 | JACAX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 23.49% | — | May 2008 | JACAX vs FOCKX |
Lowest Volatility Alternatives to JACAX
JACAX has 18.95% 1-year volatility. There are 325 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.81% | — | Sep 2019 | JACAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.72% | — | Jan 2005 | JACAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | JACAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.21% | — | Dec 2015 | JACAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.61% | — | Sep 2018 | JACAX vs GQEPX |
Lowest Drawdown Alternatives to JACAX
JACAX has a 1-year max drawdown of -19.05%. There are 365 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | JACAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JACAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JACAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JACAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JACAX vs DNVYX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 34 | 23.71% | — | Dec 1998 | JACAX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 10 | 3.86% | — | May 1993 | JACAX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 34 | 23.64% | — | Dec 1998 | JACAX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 18 | 9.04% | — | Sep 1992 | JACAX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 7 | 2.61% | — | May 1997 | JACAX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 24 | 3.67% | — | Aug 1992 | JACAX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 41 | 15.62% | — | Feb 2005 | JACAX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 34 | 23.73% | — | Dec 1998 | JACAX vs JATIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 15 | 16.03% | — | Feb 2000 | JACAX vs JACNX | |
| Janus Henderson Global Select Fund | Global Equities | 31 | 8.11% | — | Jun 2000 | JACAX vs JANRX |
Often Compared With JACAX
Investors most often compare JACAX with TVRIX, ANFFX, AMRGX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare JACAX with Any Fund or Stock
Compare JACAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JACAX with funds that move differently
Janus Henderson VIT Forty Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JACAX.
Explore JACAX Diversifiers