JCBUX Alternatives & Similar Mutual Funds

JPMorgan Core Bond Fund Class R6 (JCBUX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JCBUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to JCBUX

JCBUX charges 0.33% annually. There are 30 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	JCBUX vs FMBPX
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.02%	398.10B	Feb 2010	JCBUX vs VBMPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	JCBUX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	JCBUX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	JCBUX vs QDVBX

Best Risk-Adjusted Alternatives to JCBUX

JCBUX has a PortfoliosLab risk / return rank of 22. There are 32 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.

Symbol	Name	Risk / Return Rank	AUM	Inception
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	65	19.40B	Mar 1994	JCBUX vs VCAIX
STWTX	Hartford Schroders Tax-Aware Bond Fund	64	—	Oct 2011	JCBUX vs STWTX
LSSAX	Loomis Sayles Securitized Asset Fund	64	—	Mar 2006	JCBUX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	58	—	Aug 1995	JCBUX vs PCGTX
MCDWX	Manning & Napier Credit Series	50	—	Apr 2020	JCBUX vs MCDWX

Top Performing JCBUX Alternatives (YTD)

JCBUX is at -0.32% YTD. There are 23 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.13%	—	Aug 1995	JCBUX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	0.81%	—	Mar 2006	JCBUX vs LSSAX
DFXIX	DFA Diversified Fixed Income Portfolio	0.66%	—	Aug 2016	JCBUX vs DFXIX
MCDWX	Manning & Napier Credit Series	0.57%	—	Apr 2020	JCBUX vs MCDWX
FEDUX	Fidelity Education Income Fund	0.15%	—	Mar 2021	JCBUX vs FEDUX

Lowest Volatility Alternatives to JCBUX

JCBUX has 3.85% 1-year volatility. There are 52 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.

Symbol	Name	Volatility 1Y	AUM	Inception
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	2.36%	19.40B	Mar 1994	JCBUX vs VCAIX
FEDUX	Fidelity Education Income Fund	2.45%	—	Mar 2021	JCBUX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	JCBUX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.49%	—	Sep 2000	JCBUX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.62%	—	Aug 2016	JCBUX vs DFXIX

Lowest Drawdown Alternatives to JCBUX

JCBUX has a 1-year max drawdown of -2.96%. There are 45 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	JCBUX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	JCBUX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	JCBUX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.08%	—	Sep 2000	JCBUX vs BIMIX
FTHRX	Fidelity Intermediate Bond Fund	-2.11%	—	May 1975	JCBUX vs FTHRX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	8	-1.77%	—	Nov 2010	JCBUX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	7	-1.92%	—	Feb 1992	JCBUX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	7	-2.05%	—	Feb 1994	JCBUX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	31	3.44%	—	Aug 2018	JCBUX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	89	15.85%	—	Jul 1987	JCBUX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-1.20%	—	Dec 2013	JCBUX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	87	1.12%	—	Jun 2014	JCBUX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	19	3.10%	—	Sep 1993	JCBUX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	29	3.38%	—	Aug 2018	JCBUX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	8	-1.70%	—	Oct 1999	JCBUX vs VHIAX

Often Compared With JCBUX

Investors most often compare JCBUX with BAGIX, HYLB, SWPPX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BAGIX	Baird Aggregate Bond Fund Class I	Total Bond Market	23	-0.31%	—	Sep 2000	JCBUX vs BAGIX
HYLB	Xtrackers USD High Yield Corporate Bond ETF	High Yield Bonds	67	1.76%	3.46B	Dec 2016	JCBUX vs HYLB
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	63	9.35%	144.34B	May 1997	JCBUX vs SWPPX
BAGSX	Baird Aggregate Bond Fund	Intermediate Core Bond	20	-0.44%	—	Sep 2000	JCBUX vs BAGSX
FIKQX	Fidelity Advisor Investment Grade Bond Fund Class ...	Total Bond Market, Investment Grade Bonds	20	-0.54%	—	Oct 2018	JCBUX vs FIKQX
TAIBX	PGIM Core Bond Fund	Intermediate Core Bond	19	-0.67%	—	Jan 1993	JCBUX vs TAIBX
VBILX	Vanguard Intermediate-Term Bond Index Fund Admiral...	Intermediate Core Bond	17	-1.04%	52.70B	Nov 2001	JCBUX vs VBILX
BND	Vanguard Total Bond Market ETF	Total Bond Market	29	-0.54%	398.10B	Apr 2007	JCBUX vs BND
SCOAX	SEI Institutional Investments Trust Core Fixed Inc...	Intermediate Core Bond	19	-0.72%	—	Jun 1996	JCBUX vs SCOAX
NMKBX	North Square McKee Bond Fund	Intermediate Core Bond	21	-0.33%	—	Dec 2020	JCBUX vs NMKBX
BINC	iShares Flexible Income Active ETF	Multisector Bonds	70	1.11%	16.09B	May 2023	JCBUX vs BINC
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	63	9.34%	—	Jul 1993	JCBUX vs WFSPX
FTBFX	Fidelity Total Bond Fund	Intermediate Core-Plus Bond	24	-0.46%	—	Oct 2002	JCBUX vs FTBFX
WFBIX	iShares U.S. Aggregate Bond Index Fund	Intermediate Core Bond	21	-0.68%	—	Jul 1993	JCBUX vs WFBIX
BCRIX	BlackRock Advantage CoreAlpha Bond Fund	Intermediate Core Bond	17	-1.07%	—	Feb 2011	JCBUX vs BCRIX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	Intermediate Core Bond, Investment Grade Bonds	41	0.15%	—	May 2023	JCBUX vs FSMOX
DUTMX	Dupree Taxable Municipal Bond Fund	Intermediate Core Bond	20	-0.25%	—	Nov 2010	JCBUX vs DUTMX
TCPYX	Touchstone Impact Bond Fund	Intermediate Core Bond	23	-0.04%	—	Nov 1991	JCBUX vs TCPYX
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	52	0.23%	—	Mar 2007	JCBUX vs PIMIX
JIBEX	Johnson Institutional Intermediate Bond Fund	Intermediate Core Bond	24	-0.46%	—	Aug 2000	JCBUX vs JIBEX

Compare JCBUX with Any Fund or Stock

Compare JCBUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair JCBUX with funds that move differently

JPMorgan Core Bond Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JCBUX.

Explore JCBUX Diversifiers

JPMorgan Core Bond Fund Class R6 (JCBUX) Alternatives