John Hancock Variable Insurance Trust Small Cap Value Trust (JESVX) Alternatives
John Hancock Variable Insurance Trust Small Cap Value Trust (JESVX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JESVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to JESVX
JESVX charges 1.04% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among JESVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | JESVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | JESVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | JESVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | JESVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | JESVX vs VSMVX |
Best Risk-Adjusted Alternatives to JESVX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | JESVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | JESVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | JESVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | JESVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | JESVX vs MMEYX |
Top Performing JESVX Alternatives (YTD)
JESVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | JESVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | JESVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | JESVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | JESVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | JESVX vs MMEYX |
Lowest Volatility Alternatives to JESVX
JESVX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | JESVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | JESVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | JESVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | JESVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | JESVX vs TASCX |
Lowest Drawdown Alternatives to JESVX
JESVX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | JESVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | JESVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | JESVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | JESVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | JESVX vs JMCRX |
Other Mutual Funds from John Hancock
Most popular John Hancock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 79 | -2.58% | Oct 4, 1992 | JESVX vs SVBAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 34 | -0.62% | Jun 2, 1997 | JESVX vs JVMIX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 83 | 2.10% | Jan 1, 2009 | JESVX vs JAAAX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 42 | -7.14% | Nov 4, 2012 | JESVX vs JFIVX | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 61 | -0.65% | Jan 2, 1997 | JESVX vs JVLIX | |
| John Hancock Premium Dividend Fund | Dividend | 27 | 5.12% | Dec 14, 1989 | JESVX vs PDT | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 49 | -0.87% | Nov 9, 1973 | JESVX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | -10.79% | Oct 1, 1984 | JESVX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 11 | -2.42% | Dec 20, 2013 | JESVX vs JCCIX | |
| John Hancock Funds II Blue Chip Growth Fund | Large Cap Growth Equities | 4 | -14.89% | Oct 14, 2005 | JESVX vs JIBCX |
Often Compared With JESVX
What investors most often compare with JESVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | JESVX vs FCNTX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | JESVX vs PRVIX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | JESVX vs SSCVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | JESVX vs VSCAX |
Compare JESVX with Any Fund or Stock
Compare JESVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.