JCMAX Alternatives & Similar Mutual Funds

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 95 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VMCPX	Vanguard Mid-Cap Index Fund Institutional Plus Sha...	0.02%	224.00B	Dec 2010	JCMAX vs VMCPX
FSMDX	Fidelity Mid Cap Index Fund	0.03%	—	Sep 2011	JCMAX vs FSMDX
VMCIX	Vanguard Mid-Cap Index Fund Institutional Shares	0.03%	224.00B	May 1998	JCMAX vs VMCIX
VEMPX	Vanguard Extended Market Index Fund Institutional ...	0.04%	97.70B	Jan 2011	JCMAX vs VEMPX
FSMAX	Fidelity Extended Market Index Fund	0.04%	—	—	JCMAX vs FSMAX

Best Risk-Adjusted Alternatives to JCMAX

JCMAX has a PortfoliosLab risk / return rank of 28. There are 100 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
PFSLX	Paradigm Select Fund	91	—	Jan 2005	JCMAX vs PFSLX
GENIX	Gotham Enhanced Return Fund	88	—	May 2013	JCMAX vs GENIX
VSEQX	Vanguard Strategic Equity Fund	87	12.20B	Aug 1995	JCMAX vs VSEQX
THPMX	Thompson MidCap Fund	84	—	Mar 2008	JCMAX vs THPMX
FTHMX	FullerThaler Behavioral Mid-Cap Equity Fund Instit...	83	—	Oct 2023	JCMAX vs FTHMX

Top Performing JCMAX Alternatives (YTD)

JCMAX is at 9.96% YTD. There are 107 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.75%.

Symbol	Name	YTD Return	AUM	Inception
PFSLX	Paradigm Select Fund	37.75%	—	Jan 2005	JCMAX vs PFSLX
DDDIX	13D Activist Fund	30.77%	—	Dec 2011	JCMAX vs DDDIX
FZFLX	Fidelity SAI Small-Mid Cap 500 Index Fund	26.34%	—	Aug 2015	JCMAX vs FZFLX
TARKX	Tarkio Fund	22.55%	—	Jun 2011	JCMAX vs TARKX
HDPMX	Hodges Fund	21.87%	—	Oct 1992	JCMAX vs HDPMX

Lowest Volatility Alternatives to JCMAX

JCMAX has 12.57% 1-year volatility. There are 7 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.

Symbol	Name	Volatility 1Y	AUM	Inception
GWSAX	Gabelli Focused Growth and Income Fund	9.67%	—	Dec 2002	JCMAX vs GWSAX
BTMFX	Boston Trust Midcap Fund	11.72%	—	—	JCMAX vs BTMFX
TLVAX	Timothy Plan Large/Mid Cap Value Fund	11.78%	—	Jul 1999	JCMAX vs TLVAX
WAMFX	Boston Trust Walden Midcap Fund	11.86%	—	Aug 2011	JCMAX vs WAMFX
RSINX	Victory RS Investors Fund	12.01%	—	Nov 2005	JCMAX vs RSINX

Lowest Drawdown Alternatives to JCMAX

JCMAX has a 1-year max drawdown of -8.26%. There are 22 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FTHMX	FullerThaler Behavioral Mid-Cap Equity Fund Instit...	-6.33%	—	Oct 2023	JCMAX vs FTHMX
GENIX	Gotham Enhanced Return Fund	-6.44%	—	May 2013	JCMAX vs GENIX
GWSAX	Gabelli Focused Growth and Income Fund	-6.54%	—	Dec 2002	JCMAX vs GWSAX
FTSIX	Fuller & Thaler Behavioral Small-Mid Core Equity F...	-6.80%	—	Dec 2018	JCMAX vs FTSIX
DNLDX	BNY Mellon Active MidCap Fund	-7.29%	—	Jan 1985	JCMAX vs DNLDX

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	6	-1.09%	—	Nov 2010	JCMAX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	6	-1.23%	—	Feb 1992	JCMAX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	6	-1.37%	—	Feb 1994	JCMAX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	28	3.73%	—	Aug 2018	JCMAX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	91	16.82%	—	Jul 1987	JCMAX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-0.72%	—	Dec 2013	JCMAX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	81	1.12%	—	Jun 2014	JCMAX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	17	3.84%	—	Sep 1993	JCMAX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	27	3.67%	—	Aug 2018	JCMAX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	7	-1.08%	—	Oct 1999	JCMAX vs VHIAX

Often Compared With JCMAX

Investors most often compare JCMAX with HLGEX, LLSCX, VIMAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HLGEX	JPMorgan Mid Cap Growth Fund	Mid Cap Growth Equities	5	1.98%	—	Mar 1989	JCMAX vs HLGEX
LLSCX	Longleaf Partners Small-Cap Fund	Mid Cap Blend Equities	3	-3.33%	—	Feb 1989	JCMAX vs LLSCX
VIMAX	Vanguard Mid-Cap Index Fund Admiral Shares	Mid Cap Blend Equities	39	12.32%	224.00B	Nov 2001	JCMAX vs VIMAX
BIGTX	The Texas Fund	Mid Cap Blend Equities	53	18.85%	—	Sep 2013	JCMAX vs BIGTX
DSMFX	Destinations Small-Mid Cap Equity Fund	Mid Cap Blend Equities	73	15.79%	—	Mar 2017	JCMAX vs DSMFX
VSEAX	JPMorgan Small Cap Equity Fund	Small Cap Blend Equities	14	10.36%	—	Dec 1994	JCMAX vs VSEAX
VSIEX	JPMorgan International Equity Fund	Foreign Large Cap Equities	34	9.89%	—	Dec 1996	JCMAX vs VSIEX
JEMSX	JPMorgan Emerging Markets Equity Fund Class I	Emerging Markets Equities	77	23.76%	—	—	JCMAX vs JEMSX
AVEMX	Ave Maria Value Fund	Mid Cap Blend Equities	19	13.12%	—	May 2001	JCMAX vs AVEMX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	78	12.18%	2.30T	May 2001	JCMAX vs VTI
FMCSX	Fidelity Mid-Cap Stock Fund	Mid Cap Blend Equities	56	14.98%	—	Mar 1994	JCMAX vs FMCSX
GTSGX	Madison Mid Cap Fund	Mid Cap Blend Equities	17	7.52%	—	Jul 1983	JCMAX vs GTSGX
MISIX	Victory Trivalent International Small-Cap Fund Cla...	Mid Cap Blend Equities, Foreign Small & Mid Cap Equities	38	9.21%	—	—	JCMAX vs MISIX
ICSH	iShares Ultra Short Duration Bond Active ETF	Ultrashort Bond	99	2.07%	8.14B	Dec 2013	JCMAX vs ICSH
JNVSX	Jensen Quality Value Fund	Quality Factor, Mid Cap Blend Equities	5	3.64%	—	Mar 2010	JCMAX vs JNVSX
QCGDX	Quantified Common Ground Fund	Mid Cap Blend Equities	30	10.25%	—	Dec 2019	JCMAX vs QCGDX
JMUEX	JPMorgan U.S. Equity Fund	Large Cap Blend Equities	17	3.77%	—	Sep 1993	JCMAX vs JMUEX
SWMCX	Schwab U.S. Mid-Cap Index Fund	Mid Cap Blend Equities	52	14.52%	2.78B	Dec 2017	JCMAX vs SWMCX
FAMEX	FAM Dividend Focus Fund	Mid Cap Blend Equities	3	2.22%	—	Apr 1996	JCMAX vs FAMEX
FIIMX	Fidelity Advisor Mid Cap II Fund Class I	Mid Cap Blend Equities	77	21.70%	—	Aug 2004	JCMAX vs FIIMX

Compare JCMAX with Any Fund or Stock

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

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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

JPMorgan Mid Cap Equity Fund Class A (JCMAX) Alternatives