JPMorgan U.S. Research Enhanced Equity Fund (JDESX) belongs to the Large 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 JDESX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JDESX
JDESX charges 0.35% annually. There are 94 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JDESX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | JDESX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | JDESX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | JDESX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | JDESX vs SSSYX |
Best Risk-Adjusted Alternatives to JDESX
JDESX has a PortfoliosLab risk / return rank of 43. There are 238 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | JDESX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | JDESX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | JDESX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | JDESX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 89 | — | Dec 2018 | JDESX vs FTZIX |
Top Performing JDESX Alternatives (YTD)
JDESX is at 5.92% YTD. There are 278 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.22% | 17.20B | Dec 2004 | JDESX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.50% | 92.00B | Nov 2001 | JDESX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.66% | — | Nov 2004 | JDESX vs POSKX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | JDESX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 24.26% | — | Jan 1995 | JDESX vs IGIAX |
Lowest Volatility Alternatives to JDESX
JDESX has 12.34% 1-year volatility. There are 103 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | JDESX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.39% | — | Mar 2021 | JDESX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.34% | — | Jul 2012 | JDESX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.36% | — | Jul 2012 | JDESX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.52% | — | May 2015 | JDESX vs FSUVX |
Lowest Drawdown Alternatives to JDESX
JDESX has a 1-year max drawdown of -9.22%. There are 210 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | JDESX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | JDESX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JDESX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JDESX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JDESX vs QUERX |
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 | 12 | 3.47% | — | Nov 2010 | JDESX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 3.34% | — | Feb 1992 | JDESX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.23% | — | Feb 1994 | JDESX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 14 | 0.83% | — | Aug 2018 | JDESX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 77 | 12.37% | — | Jul 1987 | JDESX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.65% | — | Dec 2013 | JDESX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 82 | 1.11% | — | Jun 2014 | JDESX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 2.87% | — | Sep 1993 | JDESX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 13 | 0.72% | — | Aug 2018 | JDESX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 1.86% | — | Oct 1999 | JDESX vs VHIAX |
Often Compared With JDESX
Investors most often compare JDESX with ALBAX, VOO, SPY. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare JDESX with Any Fund or Stock
Compare JDESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JDESX with funds that move differently
JPMorgan U.S. Research Enhanced Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JDESX.
Explore JDESX Diversifiers