JPMorgan Emerging Markets Equity Fund Class I (JEMSX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JEMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JEMSX
JEMSX charges 0.99% annually. There are 17 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | JEMSX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | JEMSX vs FHKFX | |
| Vanguard Emerging Markets Index Fund Institutional... | 0.08% | 162.80B | Dec 2010 | JEMSX vs VEMRX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.10% | — | Jun 2000 | JEMSX vs VEMIX | |
| Vanguard Emerging Markets Stock Index Fund Admiral... | 0.13% | 162.80B | Jun 2006 | JEMSX vs VEMAX |
Best Risk-Adjusted Alternatives to JEMSX
JEMSX has a PortfoliosLab risk / return rank of 87. There are 10 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | 97 | — | Jun 1996 | JEMSX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 97 | — | Jun 1996 | JEMSX vs DEMCX | |
| William Blair Emerging Markets ex China Growth Fun... | 94 | — | Jul 2022 | JEMSX vs WXCIX | |
| Templeton Emerging Markets Fund | 91 | — | Feb 1987 | JEMSX vs EMF | |
| Fidelity Advisor Focused Emerging Markets Fund Cla... | 88 | — | Aug 2013 | JEMSX vs FZAEX |
Top Performing JEMSX Alternatives (YTD)
JEMSX is at 29.69% YTD. There are 6 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 128.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | 128.00% | — | Jun 1996 | JEMSX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 127.20% | — | Jun 1996 | JEMSX vs DEMCX | |
| William Blair Emerging Markets ex China Growth Fun... | 50.75% | — | Jul 2022 | JEMSX vs WXCIX | |
| Calamos Evolving World Growth Fund Class I | 42.33% | — | — | JEMSX vs CNWIX | |
| Templeton Emerging Markets Fund | 37.66% | — | Feb 1987 | JEMSX vs EMF |
Lowest Volatility Alternatives to JEMSX
JEMSX has 22.49% 1-year volatility. There are 32 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.10% | — | Jan 2019 | JEMSX vs FGKPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.63% | — | — | JEMSX vs GQGIX | |
| Seafarer Overseas Value Fund Institutional Class | 13.13% | — | May 2016 | JEMSX vs SIVLX | |
| Schwab Fundamental Emerging Markets Equity Index F... | 14.04% | — | Jan 2008 | JEMSX vs SFENX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | 14.30% | — | Nov 2011 | JEMSX vs FEDTX |
Lowest Drawdown Alternatives to JEMSX
JEMSX has a 1-year max drawdown of -12.57%. There are 20 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -6.93%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | JEMSX vs FGKPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | -9.11% | — | — | JEMSX vs GQGIX | |
| Schwab Fundamental Emerging Markets Equity Index F... | -9.45% | — | Jan 2008 | JEMSX vs SFENX | |
| Fidelity Emerging Markets Discovery Fund | -9.54% | — | Nov 2011 | JEMSX vs FEDDX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | -9.55% | — | Oct 2018 | JEMSX vs FIQGX |
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 | JEMSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 3.34% | — | Feb 1992 | JEMSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.23% | — | Feb 1994 | JEMSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 14 | 0.83% | — | Aug 2018 | JEMSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 77 | 12.37% | — | Jul 1987 | JEMSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.65% | — | Dec 2013 | JEMSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 82 | 1.11% | — | Jun 2014 | JEMSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 2.87% | — | Sep 1993 | JEMSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 13 | 0.72% | — | Aug 2018 | JEMSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 1.86% | — | Oct 1999 | JEMSX vs VHIAX |
Often Compared With JEMSX
Investors most often compare JEMSX with VUG, BBCPX, PZIEX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare JEMSX with Any Fund or Stock
Compare JEMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JEMSX with funds that move differently
JPMorgan Emerging Markets Equity Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JEMSX.
Explore JEMSX Diversifiers