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 254 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 2050 Fund | 0.01% | — | Feb 2001 | JBSSX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JBSSX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JBSSX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JBSSX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JBSSX vs PTDIX |
Best Risk-Adjusted Alternatives to JBSSX
JBSSX has a PortfoliosLab risk / return rank of 69. There are 190 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | JBSSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JBSSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JBSSX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JBSSX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JBSSX vs URTRX |
Top Performing JBSSX Alternatives (YTD)
JBSSX is at 5.11% YTD. There are 509 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | JBSSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JBSSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JBSSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JBSSX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JBSSX vs FDFPX |
Lowest Volatility Alternatives to JBSSX
JBSSX has 6.78% 1-year volatility. There are 135 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | JBSSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JBSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JBSSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JBSSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JBSSX vs DRIQX |
Lowest Drawdown Alternatives to JBSSX
JBSSX has a 1-year max drawdown of -5.14%. There are 131 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JBSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JBSSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JBSSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JBSSX vs PRMYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
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