Johnson Enhanced Return Fund (JENHX) belongs to the Large 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 JENHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JENHX
JENHX charges 0.35% annually. There are 94 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JENHX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | JENHX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | JENHX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | JENHX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | JENHX vs BKTSX |
Best Risk-Adjusted Alternatives to JENHX
JENHX has a PortfoliosLab risk / return rank of 49. There are 200 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | JENHX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | JENHX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | JENHX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | JENHX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | JENHX vs RESGX |
Top Performing JENHX Alternatives (YTD)
JENHX is at 6.84% YTD. There are 246 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | JENHX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | JENHX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | JENHX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | JENHX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | JENHX vs ALSMX |
Lowest Volatility Alternatives to JENHX
JENHX has 12.88% 1-year volatility. There are 227 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | JENHX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | JENHX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | JENHX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | JENHX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | JENHX vs FSUVX |
Lowest Drawdown Alternatives to JENHX
JENHX has a 1-year max drawdown of -9.45%. There are 227 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | JENHX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | JENHX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JENHX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JENHX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JENHX vs QUERX |
Other Mutual Funds from Johnson Mutual Funds
The 6 most viewed Johnson Mutual Funds mutual funds shown here include JIBEX, JEQIX, JOPPX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Johnson Institutional Intermediate Bond Fund | Intermediate Core Bond | 22 | -0.12% | — | Aug 2000 | JENHX vs JIBEX | |
| Johnson Equity Income Fund | Large Cap Blend Equities | 17 | 0.44% | — | Dec 2005 | JENHX vs JEQIX | |
| Johnson Opportunity Fund | Mid Cap Blend Equities | 18 | 7.00% | — | May 1994 | JENHX vs JOPPX | |
| Johnson Municipal Income Fund | Municipal Bonds | 60 | 1.17% | — | May 1994 | JENHX vs JMUNX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 71 | 0.32% | — | Aug 2000 | JENHX vs JIBDX | |
| Johnson Institutional Core Bond Fund | Intermediate Core Bond | 21 | 0.26% | — | Aug 2000 | JENHX vs JIBFX |
Often Compared With JENHX
Investors most often compare JENHX with FISPX, POGSX, FEQHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JENHX with Any Fund or Stock
Compare JENHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JENHX with funds that move differently
Johnson Enhanced Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JENHX.
Explore JENHX Diversifiers