Janus Henderson Global Research Fund (JANWX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JANWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JANWX
JANWX charges 0.75% annually. There are 53 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | JANWX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | JANWX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | JANWX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | JANWX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | JANWX vs VMNVX |
Best Risk-Adjusted Alternatives to JANWX
JANWX has a PortfoliosLab risk / return rank of 38. There are 124 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | JANWX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | JANWX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | JANWX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | JANWX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | JANWX vs JGYIX |
Top Performing JANWX Alternatives (YTD)
JANWX is at 9.02% YTD. There are 137 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | JANWX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | JANWX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | JANWX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | JANWX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | JANWX vs PRGSX |
Lowest Volatility Alternatives to JANWX
JANWX has 12.49% 1-year volatility. There are 87 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | JANWX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | JANWX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | JANWX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | JANWX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | JANWX vs SGMAX |
Lowest Drawdown Alternatives to JANWX
JANWX has a 1-year max drawdown of -10.76%. There are 130 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | JANWX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | JANWX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | JANWX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | JANWX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | JANWX vs LVAFX |
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 | 79 | 35.21% | — | Dec 1998 | JANWX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 27 | 9.24% | — | May 1993 | JANWX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 79 | 35.15% | — | Dec 1998 | JANWX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 15 | 6.58% | — | Sep 1992 | JANWX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 23 | 8.23% | — | May 1997 | JANWX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 36 | 3.93% | — | Aug 1992 | JANWX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.41% | — | Feb 2005 | JANWX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 79 | 35.22% | — | Dec 1998 | JANWX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 80 | 35.13% | — | Jan 2000 | JANWX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 39 | 22.37% | — | Feb 2000 | JANWX vs JACNX |
Often Compared With JANWX
Investors most often compare JANWX with JANRX, JNGLX, IVV. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JANWX with Any Fund or Stock
Compare JANWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JANWX with funds that move differently
Janus Henderson Global Research Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JANWX.
Explore JANWX Diversifiers