JPMorgan Emerging Markets Research Enhanced Equity Fund (EMRSX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EMRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EMRSX
EMRSX charges 0.35% annually. There are 11 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | EMRSX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | EMRSX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | EMRSX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | EMRSX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | EMRSX vs EMPTX |
Best Risk-Adjusted Alternatives to EMRSX
EMRSX has a PortfoliosLab risk / return rank of 76. There are 91 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | — | Jun 1996 | EMRSX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 96 | — | Nov 2021 | EMRSX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 95 | — | Jan 2018 | EMRSX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 94 | — | Oct 2021 | EMRSX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 93 | — | Jan 2019 | EMRSX vs LVAZX |
Top Performing EMRSX Alternatives (YTD)
EMRSX is at 23.86% YTD. There are 77 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 125.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 125.98% | — | Jun 1996 | EMRSX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 75.65% | — | Nov 2021 | EMRSX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 57.98% | — | Jan 2018 | EMRSX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 44.54% | — | Oct 2021 | EMRSX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.89% | — | Jan 1994 | EMRSX vs GTDDX |
Lowest Volatility Alternatives to EMRSX
EMRSX has 21.15% 1-year volatility. There are 109 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.19% | — | Oct 2011 | EMRSX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.54% | — | Dec 2013 | EMRSX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.57% | — | Dec 2016 | EMRSX vs GQGPX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | EMRSX vs COBYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 12.07% | — | Dec 2020 | EMRSX vs BADEX |
Lowest Drawdown Alternatives to EMRSX
EMRSX has a 1-year max drawdown of -13.30%. There are 89 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | EMRSX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | EMRSX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EMRSX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EMRSX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | EMRSX vs GQGPX |
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 | 12 | 3.53% | — | Nov 2010 | EMRSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 11 | 3.40% | — | Feb 1992 | EMRSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.28% | — | Feb 1994 | EMRSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 12 | 0.39% | — | Aug 2018 | EMRSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 72 | 12.33% | — | Jul 1987 | EMRSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -1.71% | — | Dec 2013 | EMRSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 76 | 0.99% | — | Jun 2014 | EMRSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 3.06% | — | Sep 1993 | EMRSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 12 | 0.35% | — | Aug 2018 | EMRSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 2.06% | — | Oct 1999 | EMRSX vs VHIAX |
Often Compared With EMRSX
Investors most often compare EMRSX with VEMAX, CEMFX, EFEIX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare EMRSX with Any Fund or Stock
Compare EMRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EMRSX with funds that move differently
JPMorgan Emerging Markets Research Enhanced Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EMRSX.
Explore EMRSX Diversifiers