Janus Enterprise Fund Class I (JMGRX) belongs to the Mid 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 JMGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JMGRX
JMGRX charges 0.76% annually. There are 40 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | JMGRX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | JMGRX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | JMGRX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | JMGRX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | JMGRX vs VMFGX |
Best Risk-Adjusted Alternatives to JMGRX
JMGRX has a PortfoliosLab risk / return rank of 17. There are 52 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | JMGRX vs VHCOX | |
| Needham Growth Fund | 82 | — | Jan 1996 | JMGRX vs NEEGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | JMGRX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 80 | — | Oct 2000 | JMGRX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | JMGRX vs POAGX |
Top Performing JMGRX Alternatives (YTD)
JMGRX is at 8.18% YTD. There are 75 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 46.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 46.24% | — | Dec 2016 | JMGRX vs NEEIX | |
| Needham Growth Fund | 45.92% | — | Jan 1996 | JMGRX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 38.19% | — | May 2007 | JMGRX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 30.17% | — | Oct 2000 | JMGRX vs TAAGX | |
| Kinetics Paradigm Fund | 26.11% | — | Dec 1999 | JMGRX vs WWNPX |
Lowest Volatility Alternatives to JMGRX
JMGRX has 14.34% 1-year volatility. There are 12 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | JMGRX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | JMGRX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | JMGRX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | JMGRX vs VLIFX | |
| Sparrow Growth Fund | 13.53% | — | Oct 1998 | JMGRX vs SGFFX |
Lowest Drawdown Alternatives to JMGRX
JMGRX has a 1-year max drawdown of -11.39%. There are 38 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | JMGRX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | JMGRX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | JMGRX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | JMGRX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | JMGRX vs TAAGX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | 26.97% | — | Dec 1998 | JMGRX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 15 | 5.72% | — | May 1993 | JMGRX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 49 | 26.89% | — | Dec 1998 | JMGRX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 17 | 8.17% | — | Sep 1992 | JMGRX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 11 | 4.35% | — | May 1997 | JMGRX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 28 | 3.80% | — | Aug 1992 | JMGRX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 44 | 15.73% | — | Feb 2005 | JMGRX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | 26.99% | — | Dec 1998 | JMGRX vs JATIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 20 | 17.90% | — | Feb 2000 | JMGRX vs JACNX | |
| Janus Henderson Global Select Fund | Global Equities | 36 | 9.04% | — | Jun 2000 | JMGRX vs JANRX |
Often Compared With JMGRX
Investors most often compare JMGRX with VOT, SPMD, IMIDX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare JMGRX with Any Fund or Stock
Compare JMGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JMGRX with funds that move differently
Janus Enterprise Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JMGRX.
Explore JMGRX Diversifiers