FLMVX Alternatives & Similar Mutual Funds

JPMorgan Mid Cap Value Fund (FLMVX) 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 FLMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FLMVX

FLMVX charges 0.75% annually. There are 29 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
FIMVX	Fidelity Mid Cap Value Index Fund	0.05%	—	Jul 2019	FLMVX vs FIMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	0.07%	37.20B	Sep 2011	FLMVX vs VMVAX
VMFVX	Vanguard S&P Mid-Cap 400 Value Index Fund Institut...	0.08%	—	Nov 2010	FLMVX vs VMFVX
MYISX	Victory Integrity Small/Mid-Cap Value Fund	0.09%	—	Jul 2011	FLMVX vs MYISX
VMVIX	Vanguard Mid-Cap Value Index Fund	0.19%	—	Aug 2006	FLMVX vs VMVIX

Best Risk-Adjusted Alternatives to FLMVX

FLMVX has a PortfoliosLab risk / return rank of 64. There are 66 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
HAMVX	Harbor Mid Cap Value Fund	97	—	Mar 2002	FLMVX vs HAMVX
HNMVX	Harbor Mid Cap Value Fund Retirement Class	97	—	Mar 2016	FLMVX vs HNMVX
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	95	—	Aug 1998	FLMVX vs NCBVX
NAMAX	Columbia Select Mid Cap Value Fund	95	—	Nov 2001	FLMVX vs NAMAX
FASOX	Fidelity Advisor Value Strategies Fund Class I	94	—	Jul 1995	FLMVX vs FASOX

Top Performing FLMVX Alternatives (YTD)

FLMVX is at 14.54% YTD. There are 89 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 30.49%.

Symbol	Name	YTD Return	AUM	Inception
FSLSX	Fidelity Value Strategies Fund	30.49%	—	Dec 1983	FLMVX vs FSLSX
FASOX	Fidelity Advisor Value Strategies Fund Class I	30.44%	—	Jul 1995	FLMVX vs FASOX
FSOAX	Fidelity Advisor Value Strategies Fund Class A	30.25%	—	Sep 1996	FLMVX vs FSOAX
FASPX	Fidelity Advisor Value Strategies Fund Class M	30.06%	—	Aug 1986	FLMVX vs FASPX
FVCSX	Fidelity Advisor Value Strategies Fund Class C	29.67%	—	Aug 2001	FLMVX vs FVCSX

Lowest Volatility Alternatives to FLMVX

FLMVX has 12.08% 1-year volatility. There are 9 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	11.33%	37.20B	Sep 2011	FLMVX vs VMVAX
VMVIX	Vanguard Mid-Cap Value Index Fund	11.34%	—	Aug 2006	FLMVX vs VMVIX
PVMIX	Principal MidCap Value Fund I	11.74%	—	Dec 2003	FLMVX vs PVMIX
RSVAX	Victory RS Value Fund	11.78%	—	Jun 1993	FLMVX vs RSVAX
ACMVX	American Century Mid Cap Value Fund	11.79%	5.65B	Mar 2004	FLMVX vs ACMVX

Lowest Drawdown Alternatives to FLMVX

FLMVX has a 1-year max drawdown of -7.19%. There are 10 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
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	-6.31%	—	Aug 1998	FLMVX vs NCBVX
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	-6.51%	—	Dec 2006	FLMVX vs GTTMX
FIUSX	Delaware Opportunity Fund	-6.75%	—	Aug 1992	FLMVX vs FIUSX
HAMVX	Harbor Mid Cap Value Fund	-6.84%	—	Mar 2002	FLMVX vs HAMVX
HNMVX	Harbor Mid Cap Value Fund Retirement Class	-6.84%	—	Mar 2016	FLMVX vs HNMVX

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

Often Compared With FLMVX

Investors most often compare FLMVX with MEIIX, MVCAX, GETGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	79	11.77%	—	Feb 1996	FLMVX vs MEIIX
MVCAX	MFS Mid Cap Value Fund	Mid Cap Value Equities	60	15.93%	—	Aug 2001	FLMVX vs MVCAX
GETGX	Victory Sycamore Established Value Fund	Mid Cap Value Equities	52	14.86%	—	Aug 1983	FLMVX vs GETGX
SMH	VanEck Semiconductor ETF	Semiconductors, Technology Equities	87	59.86%	68.10B	Dec 2011	FLMVX vs SMH
VO	Vanguard Mid-Cap ETF	Mid Cap Blend Equities	53	15.04%	224.00B	Jan 2004	FLMVX vs VO
VMCIX	Vanguard Mid-Cap Index Fund Institutional Shares	Mid Cap Blend Equities	49	13.55%	224.00B	May 1998	FLMVX vs VMCIX
VOT	Vanguard Mid-Cap Growth ETF	Mid Cap Growth Equities	17	10.40%	34.80B	Aug 2006	FLMVX vs VOT
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	76	11.76%	349.70B	Jul 1997	FLMVX vs VIIIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	72	13.71%	789.06B	Jan 1993	FLMVX vs SPY
IVV	iShares Core S&P 500 ETF	S&P 500	72	13.72%	869.20B	May 2000	FLMVX vs IVV
HAINX	Harbor International Fund	Foreign Large Cap Equities	39	10.99%	—	Dec 1987	FLMVX vs HAINX
PEGZX	PGIM Jennison Mid-Cap Growth Fund	Mid Cap Growth Equities	4	4.53%	—	Dec 1996	FLMVX vs PEGZX
CIMDX	Clarkston Founders Fund	Mid Cap Value Equities	18	4.28%	—	Jan 2017	FLMVX vs CIMDX
GRPM	Invesco S&P MidCap 400® GARP ETF	Mid Cap Blend Equities	62	17.18%	481.14M	Dec 2010	FLMVX vs GRPM
HLGEX	JPMorgan Mid Cap Growth Fund	Mid Cap Growth Equities	7	4.17%	—	Mar 1989	FLMVX vs HLGEX
ACLAX	American Century Mid Cap Value Fund A Class	Mid Cap Value Equities	69	15.91%	—	Mar 2004	FLMVX vs ACLAX
MVCKX	MFS Mid Cap Value Fund Class R6	Mid Cap Value Equities	62	16.16%	—	Feb 2013	FLMVX vs MVCKX
MCMVX	Monongahela All Cap Value Fund	Mid Cap Value Equities	82	21.07%	—	Jul 2013	FLMVX vs MCMVX
AMDVX	American Century Mid Cap Value R6	Mid Cap Value Equities	72	16.28%	—	Jul 2013	FLMVX vs AMDVX
ARFFX	Ariel Focus Fund	Mid Cap Value Equities	85	16.49%	—	Jun 2005	FLMVX vs ARFFX

Compare FLMVX with Any Fund or Stock

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

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Diversifiers

Pair FLMVX with funds that move differently

JPMorgan Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FLMVX.

Explore FLMVX Diversifiers

JPMorgan Mid Cap Value Fund (FLMVX) Alternatives