John Hancock Funds Small Cap Growth Fund (JSJIX) 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 JSJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JSJIX
JSJIX charges 1.03% annually. There are 68 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 | JSJIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | JSJIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | JSJIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | JSJIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | JSJIX vs VISGX |
Best Risk-Adjusted Alternatives to JSJIX
JSJIX has a PortfoliosLab risk / return rank of 21. There are 125 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 | JSJIX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | JSJIX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | JSJIX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | JSJIX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | JSJIX vs NEAIX |
Top Performing JSJIX Alternatives (YTD)
JSJIX is at 15.75% YTD. There are 117 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 | JSJIX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | JSJIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | JSJIX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | JSJIX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | JSJIX vs OBMCX |
Lowest Volatility Alternatives to JSJIX
JSJIX has 24.35% 1-year volatility. There are 122 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 | JSJIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | JSJIX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | JSJIX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | JSJIX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | JSJIX vs NBGNX |
Lowest Drawdown Alternatives to JSJIX
JSJIX has a 1-year max drawdown of -12.51%. There are 61 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 | JSJIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | JSJIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | JSJIX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | JSJIX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | JSJIX vs RFIMX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 87 | 10.24% | — | Oct 1992 | JSJIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.95% | — | Jan 2009 | JSJIX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 29 | 11.79% | — | Jun 1997 | JSJIX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 11.16% | — | Nov 2012 | JSJIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 11 | 6.30% | — | Dec 1989 | JSJIX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 85 | 18.73% | — | Jan 1997 | JSJIX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 21 | 0.08% | — | Nov 1973 | JSJIX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 34 | 21.09% | — | May 2019 | JSJIX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 3.03% | — | Oct 1984 | JSJIX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 91 | 11.68% | — | Apr 2014 | JSJIX vs JAKVX |
Often Compared With JSJIX
Investors most often compare JSJIX with QISGX, CTSIX, HRSMX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JSJIX with Any Fund or Stock
Compare JSJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JSJIX with funds that move differently
John Hancock Funds Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSJIX.
Explore JSJIX Diversifiers