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

Cheapest Alternatives to JCMAX

JCMAX charges 1.14% annually. There are 94 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.


Best Risk-Adjusted Alternatives to JCMAX

JCMAX has a PortfoliosLab risk / return rank of 18. There are 101 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.


Top Performing JCMAX Alternatives (YTD)

JCMAX is at 6.52% YTD. There are 108 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 35.49%.


Lowest Volatility Alternatives to JCMAX

JCMAX has 12.38% 1-year volatility. There are 12 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.31%.


Lowest Drawdown Alternatives to JCMAX

JCMAX has a 1-year max drawdown of -8.26%. There are 24 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.


Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.


Often Compared With JCMAX

Investors most often compare JCMAX with HLGEX, VIMAX, LLSCX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
JPMorgan Mid Cap Growth FundMid Cap Growth Equities
10
6.53%
Mar 1989JCMAX vs HLGEX
Vanguard Mid-Cap Index Fund Admiral SharesMid Cap Blend Equities
32
9.55%
213.90BNov 2001JCMAX vs VIMAX
Longleaf Partners Small-Cap FundMid Cap Blend Equities
2
-5.53%
Feb 1989JCMAX vs LLSCX
Victory RS Investors FundMid Cap Blend Equities
20
6.67%
Nov 2005JCMAX vs RSINX
Madison Mid Cap FundMid Cap Blend Equities
3
-1.31%
Jul 1983JCMAX vs GTSGX
JPMorgan Emerging Markets Equity Fund Class IEmerging Markets Equities
92
31.95%
JCMAX vs JEMSX
BNY Mellon Active MidCap FundMid Cap Blend Equities
43
11.26%
Jan 1985JCMAX vs DNLDX
Tarkio FundMid Cap Blend Equities
62
22.10%
Jun 2011JCMAX vs TARKX
Jensen Quality Value FundMid Cap Blend Equities
2
0.06%
Mar 2010JCMAX vs JNVSX
Victory Trivalent International Small-Cap Fund Cla...Mid Cap Blend Equities, Foreign Small & Mid Cap Equities
53
14.04%
JCMAX vs MISIX
Gabelli Value 25 FundMid Cap Blend Equities
61
7.99%
Sep 1989JCMAX vs GABVX
Ave Maria Value FundMid Cap Blend Equities
5
8.90%
May 2001JCMAX vs AVEMX
Kirr Marbach Partners Value FundMid Cap Blend Equities
28
13.48%
Dec 1998JCMAX vs KMVAX
FAM Dividend Focus FundMid Cap Blend Equities
1
-1.27%
Apr 1996JCMAX vs FAMEX
JPMorgan Small Cap Equity FundSmall Cap Blend Equities
8
8.19%
Dec 1994JCMAX vs VSEAX
Fidelity Mid-Cap Stock FundMid Cap Blend Equities
56
15.48%
Mar 1994JCMAX vs FMCSX
JPMorgan U.S. Equity FundLarge Cap Blend Equities
35
6.39%
Sep 1993JCMAX vs JMUEX
JPMorgan International Equity FundForeign Large Cap Equities
13
7.74%
Dec 1996JCMAX vs VSIEX
Vanguard Total Stock Market ETFLarge Cap Blend Equities
74
12.01%
2.20TMay 2001JCMAX vs VTI
Carillon Scout Mid Cap FundMid Cap Blend Equities
44
12.18%
Oct 2006JCMAX vs UMBMX

Compare JCMAX with Any Fund or Stock

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


 

Diversifiers

Pair JCMAX with funds that move differently

JPMorgan Mid Cap Equity Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JCMAX.

Explore JCMAX Diversifiers