John Hancock Variable Insurance Trust Fundamental All Cap Core Trust (JEQAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JEQAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JEQAX
JEQAX charges 0.76% annually. There are 175 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | JEQAX vs ACIHX | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | JEQAX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | JEQAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JEQAX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | JEQAX vs VRGWX |
Best Risk-Adjusted Alternatives to JEQAX
JEQAX has a PortfoliosLab risk / return rank of 9. There are 294 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | JEQAX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | JEQAX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | JEQAX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | JEQAX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | JEQAX vs FDSSX |
Top Performing JEQAX Alternatives (YTD)
JEQAX is at 1.67% YTD. There are 273 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | JEQAX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | JEQAX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | JEQAX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | JEQAX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | JEQAX vs VPMCX |
Lowest Volatility Alternatives to JEQAX
JEQAX has 14.76% 1-year volatility. There are 78 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | JEQAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | JEQAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | JEQAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | JEQAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | JEQAX vs GQEPX |
Lowest Drawdown Alternatives to JEQAX
JEQAX has a 1-year max drawdown of -14.02%. There are 173 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | JEQAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JEQAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JEQAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JEQAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JEQAX vs DNVYX |
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 | 9.73% | — | Oct 1992 | JEQAX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JEQAX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JEQAX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JEQAX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JEQAX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JEQAX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JEQAX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JEQAX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JEQAX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JEQAX vs JAKVX |
Often Compared With JEQAX
Investors most often compare JEQAX with TAUSX, TVRIX, RYGRX. These 19 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare JEQAX with Any Fund or Stock
Compare JEQAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JEQAX with funds that move differently
John Hancock Variable Insurance Trust Fundamental All Cap Core Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JEQAX.
Explore JEQAX Diversifiers