Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JRSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JRSIX
JRSIX charges 0.67% annually. There are 193 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | JRSIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JRSIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | JRSIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | JRSIX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | JRSIX vs VSMPX |
Best Risk-Adjusted Alternatives to JRSIX
JRSIX has a PortfoliosLab risk / return rank of 33. There are 293 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | JRSIX vs VPCCX | |
| Goldman Sachs Strategic Volatility Premium Fund | 93 | — | Mar 2021 | JRSIX vs SVPFX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | JRSIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | JRSIX vs POSKX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 90 | — | Dec 2018 | JRSIX vs FTZIX |
Top Performing JRSIX Alternatives (YTD)
JRSIX is at 5.90% YTD. There are 328 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 31.33% | 17.20B | Dec 2004 | JRSIX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 27.23% | — | Jan 1995 | JRSIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 26.99% | 92.00B | Nov 2001 | JRSIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 25.69% | — | Nov 2004 | JRSIX vs POSKX | |
| Archer Multi Cap Fund | 24.72% | — | Dec 2019 | JRSIX vs ALSMX |
Lowest Volatility Alternatives to JRSIX
JRSIX has 12.33% 1-year volatility. There are 103 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | JRSIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | JRSIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.30% | — | Jul 2012 | JRSIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.32% | — | Jul 2012 | JRSIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.57% | — | May 2015 | JRSIX vs FSUVX |
Lowest Drawdown Alternatives to JRSIX
JRSIX has a 1-year max drawdown of -9.82%. There are 249 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | JRSIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | JRSIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JRSIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JRSIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JRSIX vs QUERX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 37 | 14.52% | — | Sep 2021 | JRSIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 59 | 9.95% | — | Jul 1993 | JRSIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 10.84% | — | Dec 2012 | JRSIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 59 | 11.45% | — | May 2011 | JRSIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | 11.17% | — | Dec 1991 | JRSIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 35 | 5.97% | — | Aug 2005 | JRSIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 46 | 8.91% | — | Jul 2010 | JRSIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 55 | 36.71% | — | Apr 2000 | JRSIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 7.09% | — | Oct 2007 | JRSIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 13.21% | — | Sep 1999 | JRSIX vs FAMRX |
Often Compared With JRSIX
Investors most often compare JRSIX with GDE, NASDX, VTCLX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare JRSIX with Any Fund or Stock
Compare JRSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JRSIX with funds that move differently
Janus Henderson Adaptive Risk Managed U.S. Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JRSIX.
Explore JRSIX Diversifiers