Janus Henderson Small-Mid Cap Value Fund (JVSIX) Alternatives
Janus Henderson Small-Mid Cap Value Fund (JVSIX) belongs to the Mid 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 JVSIX. 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 JVSIX
JVSIX charges 0.81% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among JVSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | JVSIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | JVSIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | JVSIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | JVSIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | JVSIX vs VMVIX |
Best Risk-Adjusted Alternatives to JVSIX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 87 | Jun 30, 2005 | JVSIX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 86 | Nov 30, 2001 | JVSIX vs SMVTX | |
| Invesco Value Opportunities Fund | 81 | Jun 25, 2001 | JVSIX vs VVOAX | |
| Delaware Opportunity Fund | 80 | Aug 24, 1992 | JVSIX vs FIUSX | |
| Invesco V.I. American Value Fund | 80 | Jan 1, 1997 | JVSIX vs UMCVX |
Top Performing JVSIX Alternatives (YTD)
JVSIX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 9.20% | Nov 30, 2001 | JVSIX vs SMVTX | |
| Delaware Opportunity Fund | 8.09% | Aug 24, 1992 | JVSIX vs FIUSX | |
| Touchstone Mid Cap Value Fund | 7.81% | Sep 30, 2009 | JVSIX vs TCVIX | |
| Ariel Focus Fund | 7.30% | Jun 30, 2005 | JVSIX vs ARFFX | |
| Columbia Select Mid Cap Value Fund | 7.05% | Nov 20, 2001 | JVSIX vs NAMAX |
Lowest Volatility Alternatives to JVSIX
JVSIX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | JVSIX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.59% | Jul 26, 2013 | JVSIX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.62% | Mar 31, 2004 | JVSIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.62% | Mar 31, 2004 | JVSIX vs ACLAX | |
| Victory RS Value Fund | 16.29% | Jun 30, 1993 | JVSIX vs RSVAX |
Lowest Drawdown Alternatives to JVSIX
JVSIX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | JVSIX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | JVSIX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | JVSIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | JVSIX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | JVSIX vs CISMX |
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 | 65 | -7.02% | Dec 31, 1998 | JVSIX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 33 | -10.67% | May 3, 1993 | JVSIX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 65 | -7.05% | Dec 31, 1998 | JVSIX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 12 | -5.96% | Sep 1, 1992 | JVSIX vs JANEX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 49 | -5.36% | Aug 31, 1992 | JVSIX vs JANBX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 21 | -12.33% | May 1, 1997 | JVSIX vs JARTX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 38 | -1.36% | Feb 25, 2005 | JVSIX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 64 | -7.02% | Dec 31, 1998 | JVSIX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 65 | -7.02% | Jan 17, 2000 | JVSIX vs JGLTX | |
| Janus Henderson Global Select Fund | Global Equities | 73 | -1.14% | Jun 29, 2000 | JVSIX vs JANRX |
Often Compared With JVSIX
What investors most often compare with JVSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Growth ETF | Mid Cap Growth Equities | 21 | -6.47% | Aug 17, 2006 | JVSIX vs VOT | |
| Fidelity Advisor Value Strategies Fund Class I | Mid Cap Value Equities | 55 | 6.37% | Jul 3, 1995 | JVSIX vs FASOX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 8 | -4.82% | Jan 31, 2017 | JVSIX vs CIMDX | |
| Fidelity Value Strategies Fund | Mid Cap Value Equities | 27 | 6.38% | Dec 31, 1983 | JVSIX vs FSLSX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 77 | 6.06% | Mar 23, 2005 | JVSIX vs VVOIX |
Compare JVSIX with Any Fund or Stock
Compare JVSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.