Janus Henderson VIT Mid Cap Value Portfolio (JAMVX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JAMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JAMVX
JAMVX charges 0.67% annually. There are 19 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | JAMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | JAMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | JAMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | JAMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | JAMVX vs VMVIX |
Best Risk-Adjusted Alternatives to JAMVX
JAMVX has a PortfoliosLab risk / return rank of 31. There are 64 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 87 | — | Nov 2001 | JAMVX vs SMVTX | |
| Harbor Mid Cap Value Fund | 84 | — | Mar 2002 | JAMVX vs HAMVX | |
| Ariel Focus Fund | 82 | — | Jun 2005 | JAMVX vs ARFFX | |
| Invesco Value Opportunities Fund Class Y | 81 | — | Mar 2005 | JAMVX vs VVOIX | |
| Invesco V.I. American Value Fund | 80 | — | Jan 1997 | JAMVX vs UMCVX |
Top Performing JAMVX Alternatives (YTD)
JAMVX is at 9.85% YTD. There are 68 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 20.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 20.64% | — | Dec 1983 | JAMVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 20.62% | — | Jul 1995 | JAMVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 20.50% | — | Sep 1996 | JAMVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 20.37% | — | Aug 1986 | JAMVX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 20.11% | — | Aug 2001 | JAMVX vs FVCSX |
Lowest Volatility Alternatives to JAMVX
JAMVX has 13.18% 1-year volatility. There are 32 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.41% | — | Aug 2006 | JAMVX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | JAMVX vs VMVAX | |
| Nuance Mid Cap Value Fund | 11.54% | — | Dec 2013 | JAMVX vs NMAVX | |
| Principal MidCap Value Fund I | 11.73% | — | Dec 2003 | JAMVX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.87% | 5.65B | Mar 2004 | JAMVX vs ACMVX |
Lowest Drawdown Alternatives to JAMVX
JAMVX has a 1-year max drawdown of -8.61%. There are 38 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | JAMVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | JAMVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | JAMVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | JAMVX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | JAMVX vs VMVAX |
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 | 78 | 33.92% | — | Dec 1998 | JAMVX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 28 | 9.50% | — | May 1993 | JAMVX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 78 | 33.86% | — | Dec 1998 | JAMVX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 14 | 6.25% | — | Sep 1992 | JAMVX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 25 | 8.80% | — | May 1997 | JAMVX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 36 | 3.93% | — | Aug 1992 | JAMVX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.37% | — | Feb 2005 | JAMVX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 78 | 33.93% | — | Dec 1998 | JAMVX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 79 | 33.83% | — | Jan 2000 | JAMVX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 34 | 19.87% | — | Feb 2000 | JAMVX vs JACNX |
Often Compared With JAMVX
Investors most often compare JAMVX with FRNKX, JANRX, RSVAX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Frank Value Fund | Mid Cap Value Equities | 23 | 10.39% | — | Jul 2004 | JAMVX vs FRNKX | |
| Janus Henderson Global Select Fund | Global Equities | 47 | 9.30% | — | Jun 2000 | JAMVX vs JANRX | |
| Victory RS Value Fund | Mid Cap Value Equities | 14 | 5.63% | — | Jun 1993 | JAMVX vs RSVAX | |
| Nuveen Multi Cap Value Fund | Mid Cap Value Equities | 78 | 12.89% | — | Nov 1997 | JAMVX vs NQVRX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 18.92% | — | Jun 2001 | JAMVX vs VVOAX |
Compare JAMVX with Any Fund or Stock
Compare JAMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JAMVX with funds that move differently
Janus Henderson VIT Mid Cap Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JAMVX.
Explore JAMVX Diversifiers