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%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | JCMAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 213.90B | Dec 2010 | JCMAX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | JCMAX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | JCMAX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | JCMAX vs VMCIX |
Best Risk-Adjusted Alternatives to JCMAX
JCMAX has a PortfoliosLab risk / return rank of 19. There are 103 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | JCMAX vs PFSLX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | JCMAX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | JCMAX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | JCMAX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | JCMAX vs VSEQX |
Top Performing JCMAX Alternatives (YTD)
JCMAX is at 7.01% YTD. There are 107 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | JCMAX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | JCMAX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | JCMAX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | JCMAX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | JCMAX vs BIGTX |
Lowest Volatility Alternatives to JCMAX
JCMAX has 12.36% 1-year volatility. There are 12 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | JCMAX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | JCMAX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | JCMAX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | JCMAX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | JCMAX vs BTMFX |
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%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | JCMAX vs QCGDX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | JCMAX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | JCMAX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | JCMAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | JCMAX vs FTSIX |
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 | 20 | 7.96% | — | Nov 2010 | JCMAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | JCMAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | JCMAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | JCMAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | JCMAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | JCMAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | JCMAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | JCMAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | JCMAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | JCMAX vs VHIAX |
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.
Compare JCMAX with Any Fund or Stock
Compare JCMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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