JPMorgan Mid Cap Equity Fund Class A (JCMAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JCMAX
JCMAX charges 1.14% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among JCMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | JCMAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | JCMAX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | JCMAX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | JCMAX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | JCMAX vs SWMCX |
Best Risk-Adjusted Alternatives to JCMAX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | JCMAX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | JCMAX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | JCMAX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | JCMAX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | JCMAX vs BIGTX |
Top Performing JCMAX Alternatives (YTD)
JCMAX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | JCMAX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | JCMAX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | JCMAX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | JCMAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | JCMAX vs FTSIX |
Lowest Volatility Alternatives to JCMAX
JCMAX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | JCMAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | JCMAX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | JCMAX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | JCMAX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | JCMAX vs GABVX |
Lowest Drawdown Alternatives to JCMAX
JCMAX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | JCMAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | JCMAX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | JCMAX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | JCMAX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | JCMAX vs KMVAX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | JCMAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JCMAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JCMAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JCMAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JCMAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JCMAX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JCMAX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JCMAX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JCMAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JCMAX vs VHIAX |
Often Compared With JCMAX
What investors most often compare with JCMAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Admiral Shares | Mid Cap Blend Equities | 28 | -2.80% | Nov 12, 2001 | JCMAX vs VIMAX | |
| JPMorgan Mid Cap Growth Fund | Mid Cap Growth Equities | 14 | -9.35% | Mar 2, 1989 | JCMAX vs HLGEX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | JCMAX vs FZFLX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | JCMAX vs GTSGX | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 64 | 0.28% | Mar 20, 2017 | JCMAX vs DSMFX |
Compare JCMAX with Any Fund or Stock
Compare JCMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.