JPMorgan California Tax Free Bond Fund Class C (JCBCX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JCBCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JCBCX
JCBCX charges 1.05% annually. There are 446 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | JCBCX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | JCBCX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | JCBCX vs FHMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | JCBCX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | JCBCX vs FSMUX |
Best Risk-Adjusted Alternatives to JCBCX
Among 473 mutual funds in the Municipal Bonds category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | JCBCX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | JCBCX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | JCBCX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | JCBCX vs FHMIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | JCBCX vs DNYMX |
Top Performing JCBCX Alternatives (YTD)
Among 474 mutual funds in the Municipal Bonds category with YTD return data, the top-performing alternatives shown here go as high as 11.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.24% | — | Apr 1998 | JCBCX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.95% | — | Nov 2002 | JCBCX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.09% | — | Oct 1992 | JCBCX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 7.05% | — | Nov 2001 | JCBCX vs AFB | |
| BlackRock MuniHoldings New Jersey Quality Fund | 6.08% | — | Mar 1998 | JCBCX vs MUJ |
Lowest Volatility Alternatives to JCBCX
Among 475 mutual funds in the Municipal Bonds category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | JCBCX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | JCBCX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.58% | — | Apr 2007 | JCBCX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | JCBCX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | JCBCX vs USMTX |
Lowest Drawdown Alternatives to JCBCX
Among 474 mutual funds in the Municipal Bonds category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | JCBCX vs BATVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | JCBCX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | JCBCX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | JCBCX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | JCBCX vs DFSMX |
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 | 7 | 1.20% | — | Nov 2010 | JCBCX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.06% | — | Feb 1992 | JCBCX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 6 | 0.94% | — | Feb 1994 | JCBCX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 19 | 3.29% | — | Aug 2018 | JCBCX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 86 | 16.24% | — | Jul 1987 | JCBCX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -0.97% | — | Dec 2013 | JCBCX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 85 | 1.48% | — | Jun 2014 | JCBCX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 19 | 5.29% | — | Sep 1993 | JCBCX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 3.23% | — | Aug 2018 | JCBCX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 8 | 1.19% | — | Oct 1999 | JCBCX vs VHIAX |
Often Compared With JCBCX
Investors most often compare JCBCX with APUSX, FXIEX, NPV. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 17 | 1.00% | — | Dec 2017 | JCBCX vs APUSX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 91 | 1.90% | — | Jun 2012 | JCBCX vs FXIEX | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 20 | 4.37% | — | Mar 1993 | JCBCX vs NPV | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.92% | — | Dec 2017 | JCBCX vs FGNSX | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 50 | 5.97% | — | Feb 1998 | JCBCX vs MUC |
Compare JCBCX with Any Fund or Stock
Compare JCBCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JCBCX with funds that move differently
JPMorgan California Tax Free Bond Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JCBCX.
Explore JCBCX Diversifiers