JPMorgan Corporate Bond Fund (CBFSX) belongs to the Corporate Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CBFSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CBFSX
CBFSX charges 0.50% annually. There are 13 mutual funds in the Corporate Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 0.05% | — | Nov 2009 | CBFSX vs VLCIX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 0.05% | — | Nov 2009 | CBFSX vs VSTBX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.05% | — | Nov 2009 | CBFSX vs VICBX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.07% | 68.10B | Mar 2010 | CBFSX vs VICSX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.07% | 49.50B | Nov 2010 | CBFSX vs VSCSX |
Best Risk-Adjusted Alternatives to CBFSX
CBFSX has a PortfoliosLab risk / return rank of 23. There are 36 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Intermediate Bond Fund | 92 | — | Dec 2014 | CBFSX vs MIFIX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 81 | — | Nov 2009 | CBFSX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 80 | 49.50B | Nov 2010 | CBFSX vs VSCSX | |
| John Hancock Managed Account Shares Investment-Gra... | 48 | — | Jul 2019 | CBFSX vs JMABX | |
| T. Rowe Price Corporate Income Fund | 44 | — | Oct 1995 | CBFSX vs PRPIX |
Top Performing CBFSX Alternatives (YTD)
CBFSX is at 0.29% YTD. There are 39 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Intermediate Bond Fund | 5.40% | — | Dec 2014 | CBFSX vs MIFIX | |
| Western Asset SMASh Series C Fund | 1.82% | — | Dec 2006 | CBFSX vs LMLCX | |
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 1.23% | — | Nov 2009 | CBFSX vs VLCIX | |
| Vanguard Long-Term Corporate Bond Index Fund Admir... | 1.22% | 8.60B | Jan 2010 | CBFSX vs VLTCX | |
| AB Corporate Income Shares | 0.98% | — | Dec 2006 | CBFSX vs ACISX |
Lowest Volatility Alternatives to CBFSX
CBFSX has 4.28% 1-year volatility. There are 24 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.75%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 1.75% | 49.50B | Nov 2010 | CBFSX vs VSCSX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 1.76% | — | Nov 2009 | CBFSX vs VSTBX | |
| LKCM Fixed Income Fund | 2.58% | — | Dec 1997 | CBFSX vs LKFIX | |
| iMGP Dolan McEniry Corporate Bond Fund | 2.89% | — | Sep 2018 | CBFSX vs IDMIX | |
| Miller Intermediate Bond Fund | 3.02% | — | Dec 2014 | CBFSX vs MIFIX |
Lowest Drawdown Alternatives to CBFSX
CBFSX has a 1-year max drawdown of -3.49%. There are 36 mutual funds in the Corporate Bonds category with shallower 1-year drawdowns, going as shallow as -1.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | -1.31% | — | Nov 2009 | CBFSX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | -1.36% | 49.50B | Nov 2010 | CBFSX vs VSCSX | |
| LKCM Fixed Income Fund | -1.76% | — | Dec 1997 | CBFSX vs LKFIX | |
| Federated Hermes Intermediate Corporate Bond Fund | -2.28% | — | Dec 1993 | CBFSX vs FIIFX | |
| iMGP Dolan McEniry Corporate Bond Fund | -2.38% | — | Sep 2018 | CBFSX vs IDMIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 20 | 7.96% | — | Nov 2010 | CBFSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | CBFSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | CBFSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | CBFSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | CBFSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | CBFSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | CBFSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | CBFSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | CBFSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | CBFSX vs VHIAX |
Often Compared With CBFSX
Investors most often compare CBFSX with MGHYX, GUSTX, USIG. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CBFSX with Any Fund or Stock
Compare CBFSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CBFSX with funds that move differently
JPMorgan Corporate Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CBFSX.
Explore CBFSX Diversifiers