Janus Henderson VIT Global Research Portfolio (JAWGX) 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 JAWGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JAWGX
JAWGX charges 0.64% annually. There are 39 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 | JAWGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | JAWGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | JAWGX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | JAWGX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | JAWGX vs UCEQX |
Best Risk-Adjusted Alternatives to JAWGX
JAWGX has a PortfoliosLab risk / return rank of 30. There are 140 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | JAWGX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | JAWGX vs EPSYX | |
| LSV Global Managed Volatility Fund | 93 | — | Jun 2014 | JAWGX vs LVAFX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | JAWGX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | JAWGX vs FMIEX |
Top Performing JAWGX Alternatives (YTD)
JAWGX is at 8.64% YTD. There are 151 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 28.61% | — | Nov 2016 | JAWGX vs PGTIX | |
| LSV Global Value Fund | 23.44% | — | Jun 2014 | JAWGX vs LVAGX | |
| Oberweis Global Opportunities Fund | 22.33% | — | Jan 1987 | JAWGX vs OBEGX | |
| Ariel Global Fund | 21.91% | — | Dec 2011 | JAWGX vs AGLOX | |
| Polaris Global Value Fund | 21.16% | — | May 1998 | JAWGX vs PGVFX |
Lowest Volatility Alternatives to JAWGX
JAWGX has 13.54% 1-year volatility. There are 102 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.00% | 2.00B | Dec 2013 | JAWGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | JAWGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.17% | — | Jul 2006 | JAWGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.48% | — | Sep 1990 | JAWGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.50% | — | Jan 2016 | JAWGX vs SGMAX |
Lowest Drawdown Alternatives to JAWGX
JAWGX has a 1-year max drawdown of -10.75%. 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 | JAWGX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | JAWGX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | JAWGX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | JAWGX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | JAWGX vs SVTAX |
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 | 34 | 23.71% | — | Dec 1998 | JAWGX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 10 | 3.86% | — | May 1993 | JAWGX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 34 | 23.64% | — | Dec 1998 | JAWGX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 18 | 9.04% | — | Sep 1992 | JAWGX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 7 | 2.61% | — | May 1997 | JAWGX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 24 | 3.67% | — | Aug 1992 | JAWGX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 41 | 15.62% | — | Feb 2005 | JAWGX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 34 | 23.73% | — | Dec 1998 | JAWGX vs JATIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 15 | 16.03% | — | Feb 2000 | JAWGX vs JACNX | |
| Janus Henderson Global Select Fund | Global Equities | 31 | 8.11% | — | Jun 2000 | JAWGX vs JANRX |
Often Compared With JAWGX
Investors most often compare JAWGX with PRGSX, VOO, JGLTX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JAWGX with Any Fund or Stock
Compare JAWGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JAWGX with funds that move differently
Janus Henderson VIT Global Research Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JAWGX.
Explore JAWGX Diversifiers