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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | JMIGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | JMIGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | JMIGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | JMIGX vs VRTGX | |
| 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 35. There are 103 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | JMIGX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | JMIGX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | JMIGX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | JMIGX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | JMIGX vs NEAIX |
Top Performing JMIGX Alternatives (YTD)
JMIGX is at -1.28% YTD. There are 162 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | JMIGX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | JMIGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | JMIGX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | JMIGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | JMIGX vs OBMCX |
Lowest Volatility Alternatives to JMIGX
JMIGX has 25.95% 1-year volatility. There are 130 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | JMIGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | JMIGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | JMIGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | JMIGX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | JMIGX vs ETMGX |
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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | JMIGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | JMIGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | JMIGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | JMIGX vs EMCAX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Jacob Internet Fund | Technology Equities | 2 | -14.40% | — | Dec 1999 | JMIGX vs JAMFX | |
| Jacob Small Cap Growth Fund | Small Cap Growth Equities | 4 | -21.62% | — | Feb 2010 | JMIGX vs JSCGX |
Often Compared With JMIGX
Investors most often compare JMIGX with HRSMX, KSCOX, HSPGX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare JMIGX with Any Fund or Stock
Compare JMIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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