Jacob Internet Fund (JAMFX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JAMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JAMFX
JAMFX charges 2.02% annually. There are 72 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 170.10B | Mar 2004 | JAMFX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | JAMFX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | JAMFX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | JAMFX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | JAMFX vs FIKHX |
Best Risk-Adjusted Alternatives to JAMFX
JAMFX has a PortfoliosLab risk / return rank of 2. There are 70 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | JAMFX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 98 | — | Jul 1985 | JAMFX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 96 | — | Jun 1983 | JAMFX vs CCOYX | |
| Columbia Seligman Technology and Information Fund ... | 96 | — | Nov 2001 | JAMFX vs SCMIX | |
| Columbia Seligman Technology and Information Fund | 96 | — | Jun 1983 | JAMFX vs SLMCX |
Top Performing JAMFX Alternatives (YTD)
JAMFX is at -16.08% YTD. There are 73 mutual funds in the Technology Equities category with higher YTD returns, going as high as 94.06%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 94.06% | — | Mar 1998 | JAMFX vs RYSIX | |
| Fidelity Select Tech Hardware Portfolio | 90.09% | — | Jul 1985 | JAMFX vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 87.43% | — | Jul 1985 | JAMFX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 87.14% | — | Oct 2018 | JAMFX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 87.05% | — | Dec 2000 | JAMFX vs FELIX |
Lowest Volatility Alternatives to JAMFX
JAMFX has 31.23% 1-year volatility. There are 63 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.59% | — | Nov 1993 | JAMFX vs GTTIX | |
| Towpath Technology Fund | 15.24% | — | Feb 2021 | JAMFX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.62% | 6.30B | Mar 2005 | JAMFX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 17.47% | — | Oct 1997 | JAMFX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 18.78% | — | Oct 2019 | JAMFX vs AIO |
Lowest Drawdown Alternatives to JAMFX
JAMFX has a 1-year max drawdown of -40.83%. There are 73 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | JAMFX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | JAMFX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | JAMFX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | JAMFX vs BOGSX | |
| Virtus Artificial Intelligence & Technology Opport... | -11.42% | — | Oct 2019 | JAMFX vs AIO |
Other Mutual Funds from Jacob
The 2 most viewed Jacob mutual funds shown here include JSCGX, JMIGX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Jacob Small Cap Growth Fund | Small Cap Growth Equities | 4 | -25.27% | — | Feb 2010 | JAMFX vs JSCGX | |
| Jacob Discovery Fund | Small Cap Growth Equities | 35 | -2.96% | — | Dec 1997 | JAMFX vs JMIGX |
Often Compared With JAMFX
Investors most often compare JAMFX with QQQ, ICTEX, ALTEX. These 6 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 72 | 20.41% | 493.17B | Mar 1999 | JAMFX vs QQQ | |
| ICON Health and Information Technology Fund | Technology Equities | 83 | 30.26% | — | Feb 1997 | JAMFX vs ICTEX | |
| Firsthand Alternative Energy Fund | Technology Equities | 48 | 63.25% | — | Oct 2007 | JAMFX vs ALTEX | |
| Fidelity Advisor Semiconductors Fund Class A | Semiconductors, Technology Equities, Actively Managed | 96 | 86.83% | — | Dec 2000 | JAMFX vs FELAX | |
| Columbia Seligman Premium Technology Growth Closed... | Technology Equities | 95 | 50.97% | — | Nov 2009 | JAMFX vs STK | |
| Fidelity Advisor Semiconductors Fund Class M | Technology Equities | 96 | 86.60% | — | Dec 2000 | JAMFX vs FELTX |
Compare JAMFX with Any Fund or Stock
Compare JAMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JAMFX with funds that move differently
Jacob Internet Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JAMFX.
Explore JAMFX Diversifiers