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 a closer substitute for your current allocation.
Cheapest Alternatives to JESVX
JESVX charges 1.04% annually. There are 61 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | JESVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | JESVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | JESVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | JESVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | JESVX vs VSMVX |
Best Risk-Adjusted Alternatives to JESVX
JESVX has a PortfoliosLab risk / return rank of 72. There are 46 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | JESVX vs AVALX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | JESVX vs MMEYX | |
| Transamerica Small Cap Value | 89 | — | Jan 2003 | JESVX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 88 | — | Apr 2006 | JESVX vs ICISX | |
| Third Avenue Small Cap Value Fund | 88 | — | Apr 1997 | JESVX vs TASCX |
Top Performing JESVX Alternatives (YTD)
JESVX is at 24.63% YTD. There are 18 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.15% | — | Dec 1996 | JESVX vs MMEYX | |
| Royce Opportunity Fund | 29.76% | — | Nov 1996 | JESVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.17% | — | Apr 2021 | JESVX vs FESCX | |
| Invesco Small Cap Value Fund | 27.26% | — | Jun 1999 | JESVX vs VSCAX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.59% | — | Oct 2018 | JESVX vs FIKNX |
Lowest Volatility Alternatives to JESVX
JESVX has 19.91% 1-year volatility. There are 115 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | JESVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.33% | — | Apr 2019 | JESVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | JESVX vs TASCX | |
| VELA Small Cap Fund | 14.25% | — | Sep 2020 | JESVX vs VESMX | |
| Royce Special Equity Fund | 14.26% | — | May 1998 | JESVX vs RYSEX |
Lowest Drawdown Alternatives to JESVX
JESVX has a 1-year max drawdown of -10.17%. There are 67 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | JESVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | JESVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | JESVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | JESVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | JESVX vs TSLTX |
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 | 87 | 10.21% | — | Oct 1992 | JESVX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.19% | — | Jan 2009 | JESVX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 31 | 11.72% | — | Jun 1997 | JESVX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 65 | 10.70% | — | Nov 2012 | JESVX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 16 | 7.04% | — | Dec 1989 | JESVX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 18.73% | — | Jan 1997 | JESVX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 25 | -0.07% | — | Nov 1973 | JESVX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 30 | 18.68% | — | May 2019 | JESVX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 2.56% | — | Oct 1984 | JESVX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 91 | 11.62% | — | Apr 2014 | JESVX vs JAKVX |
Often Compared With JESVX
Investors most often compare JESVX with FCNTX, HWSIX, BRSIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare JESVX with Any Fund or Stock
Compare JESVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JESVX with funds that move differently
John Hancock Variable Insurance Trust Small Cap Value Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JESVX.
Explore JESVX Diversifiers