JPMorgan Mid Cap Value Fund (FLMVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FLMVX
FLMVX charges 0.75% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among FLMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | FLMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FLMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | FLMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | FLMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | FLMVX vs VMVIX |
Best Risk-Adjusted Alternatives to FLMVX
Among mutual funds in the Mid Cap Value Equities 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | FLMVX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | FLMVX vs SMVTX | |
| Invesco Value Opportunities Fund | 81 | Jun 25, 2001 | FLMVX vs VVOAX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | FLMVX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | FLMVX vs UMCVX |
Top Performing FLMVX Alternatives (YTD)
FLMVX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | FLMVX vs SMVTX | |
| Fidelity Value Strategies Fund | 6.38% | Dec 31, 1983 | FLMVX vs FSLSX | |
| Invesco Value Opportunities Fund | 5.98% | Jun 25, 2001 | FLMVX vs VVOAX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | FLMVX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | FLMVX vs ARFFX |
Lowest Volatility Alternatives to FLMVX
FLMVX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | FLMVX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | FLMVX vs AMDVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | FLMVX vs ACLAX | |
| American Century Mid Cap Value Fund | 15.62% | Mar 31, 2004 | FLMVX vs ACMVX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | FLMVX vs RSVAX |
Lowest Drawdown Alternatives to FLMVX
FLMVX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | FLMVX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | FLMVX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | FLMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | FLMVX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | FLMVX vs CISMX |
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 | 25 | -8.48% | Nov 30, 2010 | FLMVX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 24 | -8.55% | Feb 28, 1992 | FLMVX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 23 | -8.59% | Feb 28, 1992 | FLMVX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 24 | -0.51% | Aug 31, 2018 | FLMVX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 48 | 1.64% | Jul 2, 1987 | FLMVX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 34 | -4.94% | Dec 13, 2013 | FLMVX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 31 | -7.67% | Sep 17, 1993 | FLMVX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 95 | -0.17% | Jun 1, 2014 | FLMVX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 22 | -0.48% | Aug 31, 2018 | FLMVX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 34 | -8.66% | Oct 29, 1999 | FLMVX vs VHIAX |
Often Compared With FLMVX
What investors most often compare with FLMVX, 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.