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 a closer substitute for your current allocation.
Cheapest Alternatives to JVSIX
JVSIX charges 0.81% annually. There are 38 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | JVSIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | JVSIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | JVSIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | JVSIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | JVSIX vs VMVIX |
Best Risk-Adjusted Alternatives to JVSIX
JVSIX has a PortfoliosLab risk / return rank of 33. There are 69 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | JVSIX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | JVSIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | JVSIX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | JVSIX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | JVSIX vs NCBVX |
Top Performing JVSIX Alternatives (YTD)
JVSIX is at 12.71% YTD. There are 53 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | JVSIX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | JVSIX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | JVSIX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | JVSIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | JVSIX vs FASOX |
Lowest Volatility Alternatives to JVSIX
JVSIX has 17.80% 1-year volatility. There are 105 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | JVSIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | JVSIX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | JVSIX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | JVSIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | JVSIX vs ACLAX |
Lowest Drawdown Alternatives to JVSIX
JVSIX has a 1-year max drawdown of -12.80%. There are 110 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | JVSIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | JVSIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | JVSIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | JVSIX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | JVSIX vs VMVAX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 75 | 36.04% | — | Dec 1998 | JVSIX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 20 | 6.24% | — | May 1993 | JVSIX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 75 | 35.97% | — | Dec 1998 | JVSIX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 16 | 7.13% | — | Sep 1992 | JVSIX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | 3.68% | — | May 1997 | JVSIX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 33 | 3.49% | — | Aug 1992 | JVSIX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 44 | 15.05% | — | Feb 2005 | JVSIX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 75 | 36.06% | — | Dec 1998 | JVSIX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 75 | 35.82% | — | Jan 2000 | JVSIX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 38 | 24.09% | — | Feb 2000 | JVSIX vs JACNX |
Often Compared With JVSIX
Investors most often compare JVSIX with VOT, TCVIX, ARFFX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JVSIX with Any Fund or Stock
Compare JVSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JVSIX with funds that move differently
Janus Henderson Small-Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JVSIX.
Explore JVSIX Diversifiers