John Hancock Variable Insurance Trust Small Cap Stock Trust (JESGX) belongs to the Small 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 JESGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JESGX
JESGX charges 1.12% annually. There are 90 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | JESGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | JESGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | JESGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | JESGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | JESGX vs VISGX |
Best Risk-Adjusted Alternatives to JESGX
JESGX has a PortfoliosLab risk / return rank of 41. There are 65 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | JESGX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | JESGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | JESGX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | JESGX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | JESGX vs OBMCX |
Top Performing JESGX Alternatives (YTD)
JESGX is at 9.95% YTD. There are 122 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 82.25% | — | Dec 2016 | JESGX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | JESGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | JESGX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | JESGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | JESGX vs OBMCX |
Lowest Volatility Alternatives to JESGX
JESGX has 19.00% 1-year volatility. There are 50 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | JESGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | JESGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | JESGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | JESGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | JESGX vs ETEGX |
Lowest Drawdown Alternatives to JESGX
JESGX has a 1-year max drawdown of -13.84%. There are 97 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | JESGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | JESGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | JESGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | JESGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | JESGX vs RFIMX |
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 | 91 | 10.58% | — | Oct 1992 | JESGX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.37% | — | Jan 2009 | JESGX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 24 | 7.14% | — | Jun 1997 | JESGX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 73 | 11.56% | — | Nov 2012 | JESGX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 7 | 3.84% | — | Dec 1989 | JESGX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 84 | 16.63% | — | Jan 1997 | JESGX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 26 | 0.39% | — | Nov 1973 | JESGX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 26.05% | — | May 2019 | JESGX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 18 | 3.25% | — | Oct 1984 | JESGX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 38 | 19.09% | — | Dec 2013 | JESGX vs JCCIX |
Often Compared With JESGX
Investors most often compare JESGX with JANIX, JEEIX, JATTX. These 7 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.41% | — | Feb 2005 | JESGX vs JANIX | |
| JHancock Infrastructure Fund | Energy Equities | 48 | 10.20% | — | Dec 2013 | JESGX vs JEEIX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 37 | 11.37% | — | Feb 2005 | JESGX vs JATTX | |
| John Hancock Investment Grade Bond Fund | Intermediate Core Bond | 21 | 0.20% | — | Dec 1991 | JESGX vs TAUSX | |
| John Hancock Variable Insurance Trust Mid Cap Inde... | Mid Cap Blend Equities | 63 | 13.99% | — | May 2000 | JESGX vs JECIX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 37 | 11.47% | — | May 2012 | JESGX vs JGMNX | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 88 | 37.34% | — | Jan 2003 | JESGX vs HRSMX |
Compare JESGX with Any Fund or Stock
Compare JESGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JESGX with funds that move differently
John Hancock Variable Insurance Trust Small Cap Stock Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JESGX.
Explore JESGX Diversifiers