Janus Henderson VIT Research Portfolio (JAGRX) 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 JAGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JAGRX
JAGRX charges 0.60% annually. There are 87 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 | JAGRX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JAGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | JAGRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JAGRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | JAGRX vs VIGAX |
Best Risk-Adjusted Alternatives to JAGRX
JAGRX has a PortfoliosLab risk / return rank of 20. There are 232 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 | JAGRX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | JAGRX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | JAGRX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | JAGRX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | JAGRX vs FOCPX |
Top Performing JAGRX Alternatives (YTD)
JAGRX is at 6.04% YTD. There are 207 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 | JAGRX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | JAGRX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | JAGRX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | JAGRX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | JAGRX vs POGRX |
Lowest Volatility Alternatives to JAGRX
JAGRX has 17.13% 1-year volatility. There are 250 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 | JAGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | JAGRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | JAGRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | JAGRX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | JAGRX vs GQEPX |
Lowest Drawdown Alternatives to JAGRX
JAGRX has a 1-year max drawdown of -17.07%. There are 307 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 | JAGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JAGRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JAGRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JAGRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JAGRX 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 | JAGRX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 20 | 6.24% | — | May 1993 | JAGRX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 75 | 35.97% | — | Dec 1998 | JAGRX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 16 | 7.13% | — | Sep 1992 | JAGRX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | 3.68% | — | May 1997 | JAGRX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 33 | 3.49% | — | Aug 1992 | JAGRX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 44 | 15.05% | — | Feb 2005 | JAGRX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 75 | 36.06% | — | Dec 1998 | JAGRX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 75 | 35.82% | — | Jan 2000 | JAGRX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 38 | 24.09% | — | Feb 2000 | JAGRX vs JACNX |
Often Compared With JAGRX
Investors most often compare JAGRX with XLK, VGT, JFRDX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare JAGRX with Any Fund or Stock
Compare JAGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JAGRX with funds that move differently
Janus Henderson VIT Research Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JAGRX.
Explore JAGRX Diversifiers