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 169 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | JEQAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JEQAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JEQAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | JEQAX vs VIGAX |
Best Risk-Adjusted Alternatives to JEQAX
JEQAX has a PortfoliosLab risk / return rank of 9. There are 357 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | JEQAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | JEQAX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | JEQAX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | JEQAX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | JEQAX vs VHCAX |
Top Performing JEQAX Alternatives (YTD)
JEQAX is at -0.95% YTD. There are 379 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | JEQAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | JEQAX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | JEQAX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | JEQAX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | JEQAX vs CTCAX |
Lowest Volatility Alternatives to JEQAX
JEQAX has 14.67% 1-year volatility. There are 90 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | JEQAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | JEQAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | JEQAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | JEQAX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | JEQAX vs BLUEX |
Lowest Drawdown Alternatives to JEQAX
JEQAX has a 1-year max drawdown of -14.02%. There are 174 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 | 88 | 10.51% | — | Oct 1992 | JEQAX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 93 | 5.59% | — | Jan 2009 | JEQAX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 28 | 8.85% | — | Jun 1997 | JEQAX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 65 | 10.02% | — | Nov 2012 | JEQAX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 7 | 3.12% | — | Dec 1989 | JEQAX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 85 | 17.64% | — | Jan 1997 | JEQAX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 24 | 0.47% | — | Nov 1973 | JEQAX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 48 | 30.75% | — | May 2019 | JEQAX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 12 | 0.70% | — | Oct 1984 | JEQAX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 81 | 9.63% | — | Apr 2014 | JEQAX vs JAKVX |
Often Compared With JEQAX
Investors most often compare JEQAX with GQEPX, TAUSX, IOLZX. These 14 comparison targets span 6 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