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 101 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 | JAMRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | JAMRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JAMRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JAMRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | JAMRX vs VIGAX |
Best Risk-Adjusted Alternatives to JAMRX
JAMRX has a PortfoliosLab risk / return rank of 20. There are 231 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 | JAMRX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | JAMRX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | JAMRX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | JAMRX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | JAMRX vs FOCPX |
Top Performing JAMRX Alternatives (YTD)
JAMRX is at 6.18% YTD. There are 206 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 | JAMRX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | JAMRX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | JAMRX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | JAMRX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | JAMRX vs POGRX |
Lowest Volatility Alternatives to JAMRX
JAMRX has 17.11% 1-year volatility. There are 248 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 | JAMRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | JAMRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | JAMRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | JAMRX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | JAMRX vs GQEPX |
Lowest Drawdown Alternatives to JAMRX
JAMRX has a 1-year max drawdown of -17.09%. There are 308 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 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 | JAMRX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 20 | 6.24% | — | May 1993 | JAMRX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 75 | 35.97% | — | Dec 1998 | JAMRX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 16 | 7.13% | — | Sep 1992 | JAMRX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | 3.68% | — | May 1997 | JAMRX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 33 | 3.49% | — | Aug 1992 | JAMRX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 44 | 15.05% | — | Feb 2005 | JAMRX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 75 | 36.06% | — | Dec 1998 | JAMRX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 75 | 35.82% | — | Jan 2000 | JAMRX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 38 | 24.09% | — | Feb 2000 | JAMRX vs JACNX |
Often Compared With JAMRX
Investors most often compare JAMRX with SWPPX, VOO, VUG. These 20 comparison targets span 10 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