Janus Henderson Small Cap Value Fund (JSIVX) Alternatives
Janus Henderson Small Cap Value Fund (JSIVX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JSIVX. 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 JSIVX
JSIVX charges 0.81% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among JSIVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | JSIVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | JSIVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | JSIVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | JSIVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | JSIVX vs VSMVX |
Best Risk-Adjusted Alternatives to JSIVX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | JSIVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | JSIVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | JSIVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | JSIVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | JSIVX vs MMEYX |
Top Performing JSIVX Alternatives (YTD)
JSIVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | JSIVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | JSIVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | JSIVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | JSIVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | JSIVX vs MMEYX |
Lowest Volatility Alternatives to JSIVX
JSIVX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | JSIVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | JSIVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | JSIVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | JSIVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | JSIVX vs TASCX |
Lowest Drawdown Alternatives to JSIVX
JSIVX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | JSIVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | JSIVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | JSIVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | JSIVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | JSIVX vs JMCRX |
Other Mutual Funds from Janus Henderson
Most popular Janus Henderson mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | -10.63% | Dec 31, 1998 | JSIVX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 23 | -13.99% | May 3, 1993 | JSIVX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 50 | -10.65% | Dec 31, 1998 | JSIVX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 9 | -8.45% | Sep 1, 1992 | JSIVX vs JANEX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 40 | -6.83% | Aug 31, 1992 | JSIVX vs JANBX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | -16.07% | May 1, 1997 | JSIVX vs JARTX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 23 | -5.08% | Feb 25, 2005 | JSIVX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | -10.63% | Dec 31, 1998 | JSIVX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 51 | -10.57% | Jan 17, 2000 | JSIVX vs JGLTX | |
| Janus Henderson Global Select Fund | Global Equities | 57 | -3.93% | Jun 29, 2000 | JSIVX vs JANRX |
Often Compared With JSIVX
What investors most often compare with JSIVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity ZERO Extended Market Index Fund | Mid Cap Blend Equities | 46 | -1.78% | — | JSIVX vs FZIPX | |
| Vanguard Small Cap Value Index Fund | Small Cap Value Equities | 40 | 0.77% | May 21, 1998 | JSIVX vs VISVX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | JSIVX vs SSCVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | JSIVX vs PRVIX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | JSIVX vs USBNX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | JSIVX vs HRTVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | JSIVX vs VSCAX |
Compare JSIVX with Any Fund or Stock
Compare JSIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.