JPMorgan Global Bond Opportunities Fund Class R6 (GBONX) belongs to the Global Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GBONX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GBONX
GBONX charges 0.51% annually. There are 18 mutual funds in the Global Bonds category with lower expense ratios, going as low as 0.06%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity International Bond Index Fund | 0.06% | — | Oct 2019 | GBONX vs FBIIX | |
| Vanguard Total International Bond II Index Fund | 0.07% | — | Feb 2021 | GBONX vs VTILX | |
| Vanguard Total International Bond Index Fund Admir... | 0.10% | 122.00B | May 2013 | GBONX vs VTABX | |
| Vanguard Total International Bond II Index Fund In... | 0.11% | — | Feb 2021 | GBONX vs VTIIX | |
| Vanguard Total International Bond Index Fund | 0.13% | — | May 2013 | GBONX vs VTIBX |
Best Risk-Adjusted Alternatives to GBONX
GBONX has a PortfoliosLab risk / return rank of 32. There are 15 mutual funds in the Global Bonds category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | 98 | — | Mar 2017 | GBONX vs DGFFX | |
| Eaton Vance Global Bond Fund | 90 | — | Jun 2007 | GBONX vs EAIIX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 89 | — | Dec 2008 | GBONX vs PRSNX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 78 | — | Jan 2008 | GBONX vs DFSHX | |
| Payden Global Low Duration Fund | 72 | — | Sep 1996 | GBONX vs PYGSX |
Top Performing GBONX Alternatives (YTD)
GBONX is at 1.19% YTD. There are 16 mutual funds in the Global Bonds category with higher YTD returns, going as high as 3.45%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Bond Fund | 3.45% | — | Jun 2007 | GBONX vs EAIIX | |
| Dunham International Opportunity Bond Fund | 3.14% | — | Oct 2013 | GBONX vs DAIOX | |
| Destinations Global Fixed Income Opportunities Fun... | 2.66% | — | Mar 2017 | GBONX vs DGFFX | |
| DFA Two Year Global Fixed Income Portfolio | 1.80% | — | Feb 1996 | GBONX vs DFGFX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 1.72% | — | Dec 2008 | GBONX vs PRSNX |
Lowest Volatility Alternatives to GBONX
GBONX has 3.72% 1-year volatility. There are 38 mutual funds in the Global Bonds category with lower 1-year volatility, going as low as 1.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Payden Global Low Duration Fund | 1.56% | — | Sep 1996 | GBONX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 1.59% | — | Jan 2008 | GBONX vs DFSHX | |
| DFA Two Year Global Fixed Income Portfolio | 1.59% | — | Feb 1996 | GBONX vs DFGFX | |
| DFA Five Year Global Fixed Income Portfolio | 1.90% | — | Nov 1990 | GBONX vs DFGBX | |
| SA Global Fixed Income Fund | 1.98% | — | Jul 1999 | GBONX vs SAXIX |
Lowest Drawdown Alternatives to GBONX
GBONX has a 1-year max drawdown of -4.00%. There are 46 mutual funds in the Global Bonds category with shallower 1-year drawdowns, going as shallow as -1.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | -1.19% | — | Mar 2017 | GBONX vs DGFFX | |
| Payden Global Low Duration Fund | -1.23% | — | Sep 1996 | GBONX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | -1.28% | — | Jan 2008 | GBONX vs DFSHX | |
| DFA Five Year Global Fixed Income Portfolio | -1.38% | — | Nov 1990 | GBONX vs DFGBX | |
| DFA Two Year Global Fixed Income Portfolio | -1.41% | — | Feb 1996 | GBONX vs DFGFX |
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 | 18 | 6.63% | — | Nov 2010 | GBONX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | GBONX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.37% | — | Feb 1994 | GBONX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.90% | — | Aug 2018 | GBONX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | GBONX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | GBONX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | GBONX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | GBONX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | GBONX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | GBONX vs VHIAX |
Often Compared With GBONX
Investors most often compare GBONX with FGBRX, TPINX, SEBFX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Templeton Global Bond Fund - Class R | Global Bonds | 10 | 1.20% | — | Feb 2009 | GBONX vs FGBRX | |
| Templeton Global Bond Fund | Global Bonds | 10 | 1.28% | — | Sep 1986 | GBONX vs TPINX | |
| Saturna Sustainable Bond Fund | Global Bonds | 36 | 1.38% | — | Mar 2015 | GBONX vs SEBFX |
Compare GBONX with Any Fund or Stock
Compare GBONX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GBONX with funds that move differently
JPMorgan Global Bond Opportunities Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GBONX.
Explore GBONX Diversifiers