CBFSX Alternatives & Similar Mutual Funds

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
VICBX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.05%	—	Nov 2009	CBFSX vs VICBX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.05%	—	Nov 2009	CBFSX vs VSTBX
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	0.05%	—	Nov 2009	CBFSX vs VLCIX
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.06%	69.50B	Mar 2010	CBFSX vs VICSX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.06%	51.90B	Nov 2010	CBFSX vs VSCSX

Best Risk-Adjusted Alternatives to CBFSX

CBFSX has a PortfoliosLab risk / return rank of 6. There are 37 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	96	—	Dec 2014	CBFSX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	73	—	Nov 2009	CBFSX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	71	51.90B	Nov 2010	CBFSX vs VSCSX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	22	—	Dec 1993	CBFSX vs FIIFX
LKFIX	LKCM Fixed Income Fund	21	—	Dec 1997	CBFSX vs LKFIX

Top Performing CBFSX Alternatives (YTD)

CBFSX is at -1.46% YTD. There are 43 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.97%.

Symbol	Name	YTD Return	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	5.97%	—	Dec 2014	CBFSX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.95%	—	Nov 2009	CBFSX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.89%	51.90B	Nov 2010	CBFSX vs VSCSX
SMARX	Brandes Separately Managed Account Reserve Trust	0.14%	—	Oct 2005	CBFSX vs SMARX
DFTEX	DFA Intermediate-Term Extended Quality Portfolio F...	0.00%	—	Jul 2010	CBFSX vs DFTEX

Lowest Volatility Alternatives to CBFSX

CBFSX has 4.18% 1-year volatility. There are 31 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.72%.

Symbol	Name	Volatility 1Y	AUM	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	1.72%	—	Nov 2009	CBFSX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	1.73%	51.90B	Nov 2010	CBFSX vs VSCSX
LKFIX	LKCM Fixed Income Fund	2.48%	—	Dec 1997	CBFSX vs LKFIX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	2.75%	—	Sep 2018	CBFSX vs IDMIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	3.04%	—	Dec 1993	CBFSX vs FIIFX

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
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	-1.31%	—	Nov 2009	CBFSX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	-1.36%	51.90B	Nov 2010	CBFSX vs VSCSX
LKFIX	LKCM Fixed Income Fund	-1.76%	—	Dec 1997	CBFSX vs LKFIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	-2.28%	—	Dec 1993	CBFSX vs FIIFX
IDMIX	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 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	9	0.66%	—	Nov 2010	CBFSX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	9	0.51%	—	Feb 1992	CBFSX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	9	0.37%	—	Feb 1994	CBFSX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	33	4.24%	—	Aug 2018	CBFSX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	94	17.84%	—	Jul 1987	CBFSX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	25	0.22%	—	Dec 2013	CBFSX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	73	1.24%	—	Jun 2014	CBFSX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	26	5.55%	—	Sep 1993	CBFSX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	34	4.84%	—	Aug 2018	CBFSX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	11	0.82%	—	Oct 1999	CBFSX vs VHIAX

Often Compared With CBFSX

Investors most often compare CBFSX with MGHYX, GUSTX, USIG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MGHYX	DWS Global High Income Fund	High Yield Bonds	78	1.92%	—	Mar 1998	CBFSX vs MGHYX
GUSTX	GMO U.S. Treasury Fund	Government Bonds	99	1.59%	—	Mar 2009	CBFSX vs GUSTX
USIG	iShares Broad USD Investment Grade Corporate Bond ...	Corporate Bonds, Investment Grade Bonds	25	0.15%	17.32B	Jan 2007	CBFSX vs USIG
CSH2.L	Amundi Smart Overnight Return UCITS ETF GBP Hedged...	Money Market	99	2.43%	17.65B	Mar 2015	CBFSX vs CSH2.L
VLTCX	Vanguard Long-Term Corporate Bond Index Fund Admir...	Corporate Bonds	4	-2.13%	10.00B	Jan 2010	CBFSX vs VLTCX
PRPIX	T. Rowe Price Corporate Income Fund	Corporate Bonds	9	-0.96%	—	Oct 1995	CBFSX vs PRPIX
VBF	Invesco Bond Fund	Corporate Bonds	4	-1.07%	—	Oct 1970	CBFSX vs VBF
LMLCX	Western Asset SMASh Series C Fund	Corporate Bonds	15	-0.42%	—	Dec 2006	CBFSX vs LMLCX
BTC-USD	Bitcoin		33	-26.92%	—	—	CBFSX vs BTC-USD
VOO	Vanguard S&P 500 ETF	S&P 500	72	13.74%	1.70T	Sep 2010	CBFSX vs VOO
MA	Mastercard Incorporated		40	0.53%	—	—	CBFSX vs MA
NFLX	Netflix, Inc.		6	-21.53%	—	—	CBFSX vs NFLX
PLTR	Palantir Technologies Inc.		43	-8.49%	—	—	CBFSX vs PLTR
^STOXX	STOXX Europe 600 Index		58	10.01%	—	—	CBFSX vs ^STOXX
GOLD	Barrick Mining Corporation		—	26.44%	—	—	CBFSX vs GOLD
GS	The Goldman Sachs Group, Inc.		82	20.95%	—	—	CBFSX vs GS
^TNX	Cboe 10-Year Treasury Note Yield Index		22	11.15%	—	—	CBFSX vs ^TNX
PANW	Palo Alto Networks, Inc.		91	98.88%	—	—	CBFSX vs PANW
TSLA	Tesla, Inc.		46	-27.21%	—	—	CBFSX vs TSLA
WMT	Walmart Inc.		58	0.52%	—	—	CBFSX vs WMT

Compare CBFSX with Any Fund or Stock

Compare CBFSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

JPMorgan Corporate Bond Fund (CBFSX) Alternatives