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 a closer substitute for your current allocation.
Cheapest Alternatives to JSIVX
JSIVX charges 0.81% annually. There are 21 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | JSIVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | JSIVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | JSIVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | JSIVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | JSIVX vs VSMVX |
Best Risk-Adjusted Alternatives to JSIVX
JSIVX has a PortfoliosLab risk / return rank of 48. There are 75 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | JSIVX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | JSIVX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | JSIVX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | JSIVX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | JSIVX vs TASCX |
Top Performing JSIVX Alternatives (YTD)
JSIVX is at 14.56% YTD. There are 107 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | JSIVX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | JSIVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | JSIVX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | JSIVX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | JSIVX vs SSCVX |
Lowest Volatility Alternatives to JSIVX
JSIVX has 16.04% 1-year volatility. There are 21 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | JSIVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | JSIVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | JSIVX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | JSIVX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | JSIVX vs RYSEX |
Lowest Drawdown Alternatives to JSIVX
JSIVX has a 1-year max drawdown of -10.32%. There are 71 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | JSIVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | JSIVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | JSIVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | JSIVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | JSIVX vs TSLTX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 53 | 28.90% | — | Dec 1998 | JSIVX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 15 | 6.59% | — | May 1993 | JSIVX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 53 | 28.82% | — | Dec 1998 | JSIVX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 16 | 8.92% | — | Sep 1992 | JSIVX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 11 | 4.96% | — | May 1997 | JSIVX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 28 | 4.05% | — | Aug 1992 | JSIVX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 45 | 16.87% | — | Feb 2005 | JSIVX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 53 | 28.92% | — | Dec 1998 | JSIVX vs JATIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 24 | 20.51% | — | Feb 2000 | JSIVX vs JACNX | |
| Janus Henderson Global Select Fund | Global Equities | 35 | 9.35% | — | Jun 2000 | JSIVX vs JANRX |
Often Compared With JSIVX
Investors most often compare JSIVX with FZIPX, HWSAX, JGLTX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare JSIVX with Any Fund or Stock
Compare JSIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JSIVX with funds that move differently
Janus Henderson Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSIVX.
Explore JSIVX Diversifiers