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 | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | FLMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | FLMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FLMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FLMVX vs MYISX | |
| 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 29. There are 84 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 90 | — | Nov 2001 | FLMVX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | FLMVX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 85 | — | Nov 2001 | FLMVX vs NAMAX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | FLMVX vs FIUSX | |
| Nuveen Multi Cap Value Fund | 83 | — | Nov 1997 | FLMVX vs NQVRX |
Top Performing FLMVX Alternatives (YTD)
FLMVX is at 9.09% YTD. There are 92 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 23.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 23.44% | — | Nov 2001 | FLMVX vs SMVTX | |
| Fidelity Value Strategies Fund | 22.74% | — | Dec 1983 | FLMVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 22.71% | — | Jul 1995 | FLMVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 22.57% | — | Sep 1996 | FLMVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 22.42% | — | Aug 1986 | FLMVX vs FASPX |
Lowest Volatility Alternatives to FLMVX
FLMVX has 12.19% 1-year volatility. There are 9 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.62%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.62% | 36.60B | Sep 2011 | FLMVX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.62% | — | Aug 2006 | FLMVX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.68% | — | Dec 2013 | FLMVX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.97% | 5.65B | Mar 2004 | FLMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.99% | — | Mar 2004 | FLMVX vs ACLAX |
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 | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | FLMVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FLMVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FLMVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FLMVX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | FLMVX vs VMVAX |
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 | FLMVX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 11 | 3.40% | — | Feb 1992 | FLMVX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.28% | — | Feb 1994 | FLMVX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 12 | 0.39% | — | Aug 2018 | FLMVX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 72 | 12.33% | — | Jul 1987 | FLMVX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -1.71% | — | Dec 2013 | FLMVX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 76 | 0.99% | — | Jun 2014 | FLMVX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 3.06% | — | Sep 1993 | FLMVX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 12 | 0.35% | — | Aug 2018 | FLMVX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 2.06% | — | 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.
Compare FLMVX with Any Fund or Stock
Compare FLMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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