JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JBSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JBSSX
JBSSX charges 0.30% annually. There are 252 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JBSSX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JBSSX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JBSSX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JBSSX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JBSSX vs LTIUX |
Best Risk-Adjusted Alternatives to JBSSX
JBSSX has a PortfoliosLab risk / return rank of 69. There are 187 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | JBSSX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | JBSSX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | JBSSX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | JBSSX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JBSSX vs FRAMX |
Top Performing JBSSX Alternatives (YTD)
JBSSX is at 5.83% YTD. There are 508 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | JBSSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JBSSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JBSSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JBSSX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | JBSSX vs FWLSX |
Lowest Volatility Alternatives to JBSSX
JBSSX has 6.65% 1-year volatility. There are 151 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | JBSSX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JBSSX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JBSSX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JBSSX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | JBSSX vs FIKFX |
Lowest Drawdown Alternatives to JBSSX
JBSSX has a 1-year max drawdown of -5.14%. There are 152 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | JBSSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JBSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JBSSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JBSSX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | JBSSX vs FRQKX |
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 | 13 | 5.06% | — | Nov 2010 | JBSSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.91% | — | Feb 1992 | JBSSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 4.78% | — | Feb 1994 | JBSSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 3.00% | — | Aug 2018 | JBSSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 82 | 15.35% | — | Jul 1987 | JBSSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.75% | — | Dec 2013 | JBSSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | JBSSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 23 | 6.03% | — | Sep 1993 | JBSSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.94% | — | Aug 2018 | JBSSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | JBSSX vs VHIAX |
Often Compared With JBSSX
Investors most often compare JBSSX with VSTSX, FNSHX, FISNX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JBSSX with Any Fund or Stock
Compare JBSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JBSSX with funds that move differently
JPMorgan SmartRetirement Blend 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JBSSX.
Explore JBSSX Diversifiers