Janus Henderson Research Fund Class I (JAMRX) 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 JAMRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JAMRX
JAMRX charges 0.64% annually. There are 102 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | JAMRX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | JAMRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JAMRX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | JAMRX vs TILIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | JAMRX vs VRGWX |
Best Risk-Adjusted Alternatives to JAMRX
JAMRX has a PortfoliosLab risk / return rank of 9. There are 297 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | JAMRX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | JAMRX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | JAMRX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | JAMRX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | JAMRX vs FZAPX |
Top Performing JAMRX Alternatives (YTD)
JAMRX is at 2.38% YTD. There are 286 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | JAMRX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | JAMRX vs IOLZX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | JAMRX vs CHAIX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | JAMRX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | JAMRX vs GTLLX |
Lowest Volatility Alternatives to JAMRX
JAMRX has 18.53% 1-year volatility. There are 284 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | JAMRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | JAMRX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | JAMRX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | JAMRX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | JAMRX vs GQEPX |
Lowest Drawdown Alternatives to JAMRX
JAMRX has a 1-year max drawdown of -17.09%. There are 310 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 | JAMRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JAMRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JAMRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JAMRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JAMRX 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 | 30 | 21.24% | — | Dec 1998 | JAMRX vs JNGTX | |
| Janus Henderson Research Fund Class D | Large Cap Growth Equities, Actively Managed | 9 | 2.45% | — | May 1993 | JAMRX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 30 | 21.17% | — | Dec 1998 | JAMRX vs JAGTX | |
| Janus Henderson Enterprise Fund Class D | Mid Cap Growth Equities | 19 | 7.61% | — | Sep 1992 | JAMRX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 8 | 1.92% | — | May 1997 | JAMRX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 27 | 3.84% | — | Aug 1992 | JAMRX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 44 | 13.84% | — | Feb 2005 | JAMRX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 30 | 21.27% | — | Dec 1998 | JAMRX vs JATIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 20 | 15.10% | — | Feb 2000 | JAMRX vs JACNX | |
| Janus Henderson Forty Fund Class D | Large Cap Growth Equities | 8 | 2.14% | — | Dec 2009 | JAMRX vs JFRDX |
Often Compared With JAMRX
Investors most often compare JAMRX with SWPPX, FXAIX, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare JAMRX with Any Fund or Stock
Compare JAMRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JAMRX with funds that move differently
Janus Henderson Research Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JAMRX.
Explore JAMRX Diversifiers