JMIGX Alternatives & Similar Mutual Funds

Jacob Discovery Fund (JMIGX) 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 JMIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to JMIGX

JMIGX charges 1.75% annually. There are 157 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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	JMIGX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	JMIGX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	JMIGX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	JMIGX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	JMIGX vs VISGX

Best Risk-Adjusted Alternatives to JMIGX

JMIGX has a PortfoliosLab risk / return rank of 36. There are 105 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
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	JMIGX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	JMIGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	JMIGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	JMIGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	Dec 1995	JMIGX vs OBMCX

Top Performing JMIGX Alternatives (YTD)

JMIGX is at -4.30% YTD. There are 158 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	83.93%	—	Dec 2016	JMIGX vs NESIX
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	JMIGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	JMIGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	JMIGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	Dec 1995	JMIGX vs OBMCX

Lowest Volatility Alternatives to JMIGX

JMIGX has 25.96% 1-year volatility. There are 132 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	JMIGX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	JMIGX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	JMIGX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.32%	—	Sep 1988	JMIGX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.32%	—	Jul 1999	JMIGX vs NBGIX

Lowest Drawdown Alternatives to JMIGX

JMIGX has a 1-year max drawdown of -17.70%. There are 144 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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	JMIGX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	JMIGX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	JMIGX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	JMIGX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	JMIGX vs RFIMX

Other Mutual Funds from Jacob

The 2 most viewed Jacob mutual funds shown here include JAMFX, JSCGX and span 2 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JAMFX	Jacob Internet Fund	Technology Equities	2	-18.22%	—	Dec 1999	JMIGX vs JAMFX
JSCGX	Jacob Small Cap Growth Fund	Small Cap Growth Equities	4	-26.09%	—	Feb 2010	JMIGX vs JSCGX

Often Compared With JMIGX

Investors most often compare JMIGX with HRSMX, KSCOX, PXQSX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	JMIGX vs HRSMX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	13.17%	—	Mar 2000	JMIGX vs KSCOX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	5	5.78%	—	Jun 2006	JMIGX vs PXQSX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	88	34.80%	—	Oct 1992	JMIGX vs HSPGX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	47	27.82%	—	Dec 1997	JMIGX vs PNSAX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	25	10.51%	—	Jun 1993	JMIGX vs VLEOX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	85	29.20%	—	Nov 2013	JMIGX vs DMCRX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	79	37.63%	—	Mar 2011	JMIGX vs CTSIX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	63	27.15%	—	Sep 1994	JMIGX vs SSCPX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-7.51%	—	May 1987	JMIGX vs NCLEX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	89	35.00%	—	Oct 2008	JMIGX vs FGROX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	13.05%	—	Dec 2001	JMIGX vs KSOAX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	44	15.05%	—	Feb 2005	JMIGX vs JANIX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	15.14%	—	May 2012	JMIGX vs JGMNX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	15.03%	—	Feb 2005	JMIGX vs JATTX
UMBHX	Carillon Scout Small Cap Fund	Small Cap Growth Equities	—	—	—	Nov 1986	JMIGX vs UMBHX

Compare JMIGX with Any Fund or Stock

Compare JMIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair JMIGX with funds that move differently

Jacob Discovery Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JMIGX.

Explore JMIGX Diversifiers

Jacob Discovery Fund (JMIGX) Alternatives