Jacob Discovery Fund (JMIGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JMIGX
JMIGX charges 1.75% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among JMIGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | JMIGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | JMIGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | JMIGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | JMIGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | JMIGX vs VISGX |
Best Risk-Adjusted Alternatives to JMIGX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | JMIGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | JMIGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | JMIGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | JMIGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | JMIGX vs HRSMX |
Top Performing JMIGX Alternatives (YTD)
JMIGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | JMIGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | JMIGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | JMIGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | JMIGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | JMIGX vs OBMCX |
Lowest Volatility Alternatives to JMIGX
JMIGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | JMIGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | JMIGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | JMIGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | JMIGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | JMIGX vs ETEGX |
Lowest Drawdown Alternatives to JMIGX
JMIGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | JMIGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | JMIGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | JMIGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | JMIGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | JMIGX vs CTSIX |
Other Mutual Funds from Jacob
Most popular Jacob mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Jacob Internet Fund | Technology Equities | 2 | -29.10% | Dec 12, 1999 | JMIGX vs JAMFX | |
| Jacob Small Cap Growth Fund | Small Cap Growth Equities | 7 | -30.46% | Feb 1, 2010 | JMIGX vs JSCGX |
Often Compared With JMIGX
What investors most often compare with JMIGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | JMIGX vs PNSAX |
Compare JMIGX with Any Fund or Stock
Compare JMIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.