John Hancock Small Cap Core Fund (JCCIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JCCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JCCIX
JCCIX charges 0.98% annually. There are 89 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | JCCIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | JCCIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | JCCIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | JCCIX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | JCCIX vs TISBX |
Best Risk-Adjusted Alternatives to JCCIX
JCCIX has a PortfoliosLab risk / return rank of 53. There are 107 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | JCCIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | JCCIX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | JCCIX vs GQSCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | JCCIX vs MOPIX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | JCCIX vs RIVSX |
Top Performing JCCIX Alternatives (YTD)
JCCIX is at 24.61% YTD. There are 16 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.62% | — | Dec 2007 | JCCIX vs PVIVX | |
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | JCCIX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | JCCIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.11% | — | Apr 1997 | JCCIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 29.96% | — | Apr 1997 | JCCIX vs WESCX |
Lowest Volatility Alternatives to JCCIX
JCCIX has 19.03% 1-year volatility. There are 119 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | JCCIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.33% | 15.72B | Sep 1996 | JCCIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | JCCIX vs CSMDX | |
| DWS Small Cap Core Fund | 15.05% | — | Jul 2000 | JCCIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.14% | — | — | JCCIX vs BOSOX |
Lowest Drawdown Alternatives to JCCIX
JCCIX has a 1-year max drawdown of -10.42%. There are 96 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | JCCIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | JCCIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | JCCIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | JCCIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | JCCIX vs SSCDX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 86 | 9.62% | — | Oct 1992 | JCCIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.95% | — | Jan 2009 | JCCIX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 32 | 11.90% | — | Jun 1997 | JCCIX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 62 | 10.28% | — | Nov 2012 | JCCIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 15 | 6.96% | — | Dec 1989 | JCCIX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 85 | 18.12% | — | Jan 1997 | JCCIX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.30% | — | Nov 1973 | JCCIX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 27 | 16.26% | — | May 2019 | JCCIX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 14 | 2.85% | — | Oct 1984 | JCCIX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 90 | 11.50% | — | Apr 2014 | JCCIX vs JAKVX |
Often Compared With JCCIX
Investors most often compare JCCIX with JRLVX, USGLX, VB. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.
Compare JCCIX with Any Fund or Stock
Compare JCCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JCCIX with funds that move differently
John Hancock Small Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JCCIX.
Explore JCCIX Diversifiers