Janus Henderson Global Technology and Innovation Fund Class I (JATIX) 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 JATIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JATIX
JATIX charges 0.76% annually. There are 17 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 | JATIX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | JATIX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | JATIX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | JATIX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | JATIX vs FIKHX |
Best Risk-Adjusted Alternatives to JATIX
JATIX has a PortfoliosLab risk / return rank of 53. There are 36 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 | JATIX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | — | Jul 1985 | JATIX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | JATIX vs CCOYX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Nov 2001 | JATIX vs SCMIX | |
| Columbia Seligman Technology and Information Fund | 95 | — | Jun 1983 | JATIX vs SLMCX |
Top Performing JATIX Alternatives (YTD)
JATIX is at 28.92% YTD. There are 29 mutual funds in the Technology Equities category with higher YTD returns, going as high as 78.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 78.03% | — | Jul 1985 | JATIX vs FDCPX | |
| Rydex Electronics Fund | 77.01% | — | Mar 1998 | JATIX vs RYSIX | |
| Fidelity Advisor Semiconductors Fund Class Z | 69.86% | — | Oct 2018 | JATIX vs FIKGX | |
| Fidelity Select Semiconductors Portfolio | 69.83% | — | Jul 1985 | JATIX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class I | 69.76% | — | Dec 2000 | JATIX vs FELIX |
Lowest Volatility Alternatives to JATIX
JATIX has 24.66% 1-year volatility. There are 31 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.43% | — | Nov 1993 | JATIX vs GTTIX | |
| Towpath Technology Fund | 15.56% | — | Feb 2021 | JATIX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 16.09% | 6.30B | Mar 2005 | JATIX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 17.86% | — | Oct 1997 | JATIX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 19.26% | — | Oct 2019 | JATIX vs AIO |
Lowest Drawdown Alternatives to JATIX
JATIX has a 1-year max drawdown of -15.94%. There are 34 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 | JATIX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | JATIX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | JATIX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | JATIX vs BOGSX | |
| Virtus Artificial Intelligence & Technology Opport... | -11.42% | — | Oct 2019 | JATIX vs AIO |
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 | 53 | 28.90% | — | Dec 1998 | JATIX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 15 | 6.59% | — | May 1993 | JATIX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 53 | 28.82% | — | Dec 1998 | JATIX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 16 | 8.92% | — | Sep 1992 | JATIX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 11 | 4.96% | — | May 1997 | JATIX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 28 | 4.05% | — | Aug 1992 | JATIX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 45 | 16.87% | — | Feb 2005 | JATIX vs JANIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 24 | 20.51% | — | Feb 2000 | JATIX vs JACNX | |
| Janus Henderson Global Select Fund | Global Equities | 35 | 9.35% | — | Jun 2000 | JATIX vs JANRX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 52 | 28.43% | — | Jan 2000 | JATIX vs JGLTX |
Often Compared With JATIX
Investors most often compare JATIX with QQQ, VGT, JLGMX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare JATIX with Any Fund or Stock
Compare JATIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JATIX with funds that move differently
Janus Henderson Global Technology and Innovation Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JATIX.
Explore JATIX Diversifiers