JPMorgan Corporate Bond Fund (CBFSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CBFSX
CBFSX charges 0.50% annually. Among mutual funds in the Corporate Bonds category, these options have the lowest expense ratios among CBFSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 0.05% | Nov 19, 2009 | CBFSX vs VSTBX | |
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 0.05% | Nov 19, 2009 | CBFSX vs VLCIX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.05% | Nov 19, 2009 | CBFSX vs VICBX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.07% | Mar 2, 2010 | CBFSX vs VICSX | |
| Vanguard Long-Term Corporate Bond Index Fund Admir... | 0.07% | Jan 19, 2010 | CBFSX vs VLTCX |
Best Risk-Adjusted Alternatives to CBFSX
Among mutual funds in the Corporate Bonds 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 | |
|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 96 | Nov 19, 2009 | CBFSX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 96 | Nov 18, 2010 | CBFSX vs VSCSX | |
| T. Rowe Price Corporate Income Fund | 88 | Oct 31, 1995 | CBFSX vs PRPIX | |
| LKCM Fixed Income Fund | 84 | Dec 30, 1997 | CBFSX vs LKFIX | |
| Federated Hermes Intermediate Corporate Bond Fund | 84 | Dec 20, 1993 | CBFSX vs FIIFX |
Top Performing CBFSX Alternatives (YTD)
CBFSX alternatives from the Corporate Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | -0.08% | Nov 19, 2009 | CBFSX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | -0.08% | Nov 18, 2010 | CBFSX vs VSCSX | |
| Brandes Separately Managed Account Reserve Trust | -0.30% | Oct 3, 2005 | CBFSX vs SMARX | |
| LKCM Fixed Income Fund | -0.38% | Dec 30, 1997 | CBFSX vs LKFIX | |
| Miller Intermediate Bond Fund | -0.64% | Dec 31, 2014 | CBFSX vs MIFIX |
Lowest Volatility Alternatives to CBFSX
CBFSX alternatives from the Corporate Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 1.98% | Nov 19, 2009 | CBFSX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 1.98% | Nov 18, 2010 | CBFSX vs VSCSX | |
| LKCM Fixed Income Fund | 2.82% | Dec 30, 1997 | CBFSX vs LKFIX | |
| iMGP Dolan McEniry Corporate Bond Fund | 3.09% | Sep 28, 2018 | CBFSX vs IDMIX | |
| Miller Intermediate Bond Fund | 3.22% | Dec 31, 2014 | CBFSX vs MIFIX |
Lowest Drawdown Alternatives to CBFSX
CBFSX alternatives from the Corporate Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | -1.31% | Nov 19, 2009 | CBFSX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | -1.36% | Nov 18, 2010 | CBFSX vs VSCSX | |
| LKCM Fixed Income Fund | -1.76% | Dec 30, 1997 | CBFSX vs LKFIX | |
| Federated Hermes Intermediate Corporate Bond Fund | -2.28% | Dec 20, 1993 | CBFSX vs FIIFX | |
| iMGP Dolan McEniry Corporate Bond Fund | -2.38% | Sep 28, 2018 | CBFSX vs IDMIX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | CBFSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | CBFSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | CBFSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | CBFSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | CBFSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | CBFSX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | CBFSX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | CBFSX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | CBFSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | CBFSX vs VHIAX |
Often Compared With CBFSX
What investors most often compare with CBFSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DWS Global High Income Fund | High Yield Bonds | 92 | -0.82% | Mar 16, 1998 | CBFSX vs MGHYX | |
| GMO U.S. Treasury Fund | Government Bonds | 100 | 0.51% | Mar 16, 2009 | CBFSX vs GUSTX | |
| iShares Broad USD Investment Grade Corporate Bond ... | Corporate Bonds | 60 | -0.29% | Jan 5, 2007 | CBFSX vs USIG | |
| Lyxor Smart Overnight Return UCITS ETF C-GBP | Money Market | 99 | 0.98% | Mar 2, 2015 | CBFSX vs CSH2.L |
Compare CBFSX with Any Fund or Stock
Compare CBFSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.