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% | 4.90B | 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 Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | JACAX vs VIGAX |
Best Risk-Adjusted Alternatives to JACAX
JACAX has a PortfoliosLab risk / return rank of 14. There are 294 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | JACAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | JACAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | JACAX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | JACAX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | JACAX vs FOCPX |
Top Performing JACAX Alternatives (YTD)
JACAX is at 3.37% YTD. There are 297 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | JACAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | JACAX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | JACAX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | JACAX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | JACAX vs POGRX |
Lowest Volatility Alternatives to JACAX
JACAX has 18.56% 1-year volatility. There are 327 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | JACAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | JACAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | JACAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | JACAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | JACAX vs GQEPX |
Lowest Drawdown Alternatives to JACAX
JACAX has a 1-year max drawdown of -19.05%. There are 366 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 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 75 | 36.04% | — | Dec 1998 | JACAX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 20 | 6.24% | — | May 1993 | JACAX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 75 | 35.97% | — | Dec 1998 | JACAX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 16 | 7.13% | — | Sep 1992 | JACAX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | 3.68% | — | May 1997 | JACAX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 33 | 3.49% | — | Aug 1992 | JACAX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 44 | 15.05% | — | Feb 2005 | JACAX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 75 | 36.06% | — | Dec 1998 | JACAX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 75 | 35.82% | — | Jan 2000 | JACAX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 38 | 24.09% | — | Feb 2000 | JACAX vs JACNX |
Often Compared With JACAX
Investors most often compare JACAX with ANFFX, AMRGX, BPTRX. 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