JEMSX Alternatives & Similar Mutual Funds

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 75 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008	JEMSX vs FEMSX
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018	JEMSX vs FHKFX
VEMIX	Vanguard Emerging Markets Stock Index Fund Institu...	0.06%	—	Jun 2000	JEMSX vs VEMIX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	JEMSX vs FERGX
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	JEMSX vs FPADX

Best Risk-Adjusted Alternatives to JEMSX

JEMSX has a PortfoliosLab risk / return rank of 76. There are 42 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
LZEMX	Lazard Emerging Markets Equity Portfolio	96	—	Jul 1994	JEMSX vs LZEMX
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	96	—	—	JEMSX vs RLEMX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	94	—	Oct 2011	JEMSX vs ESCIX
DEMIX	Delaware Emerging Markets Fund	94	—	Jun 1996	JEMSX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	94	—	Jun 1996	JEMSX vs DEMAX

Top Performing JEMSX Alternatives (YTD)

JEMSX is at 26.47% YTD. There are 30 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 87.69%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	87.69%	—	Jun 1996	JEMSX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	87.41%	—	Jun 1996	JEMSX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	86.59%	—	Jun 1996	JEMSX vs DEMCX
FQEMX	Franklin Templeton SMACS: Series EM	63.91%	—	Nov 2021	JEMSX vs FQEMX
GMAQX	GMO Emerging Markets ex-China Fund	45.00%	—	Oct 2021	JEMSX vs GMAQX

Lowest Volatility Alternatives to JEMSX

JEMSX has 24.84% 1-year volatility. There are 173 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
GSIYX	Goldman Sachs GQG Partners International Opportuni...	9.88%	—	Dec 2016	JEMSX vs GSIYX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	9.99%	—	Oct 2011	JEMSX vs ESCIX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.49%	—	Dec 2016	JEMSX vs GQGPX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	11.51%	—	—	JEMSX vs GQGIX
COBYX	The Cook & Bynum Fund	11.74%	—	Jun 2009	JEMSX vs COBYX

Lowest Drawdown Alternatives to JEMSX

JEMSX has a 1-year max drawdown of -14.85%. There are 149 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	JEMSX vs ESCIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	-6.93%	—	Jan 2019	JEMSX vs FGKPX
GSIYX	Goldman Sachs GQG Partners International Opportuni...	-7.81%	—	Dec 2016	JEMSX vs GSIYX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	JEMSX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	JEMSX vs COBYX

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	10	3.69%	—	Nov 2010	JEMSX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	9	3.53%	—	Feb 1992	JEMSX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	9	3.38%	—	Feb 1994	JEMSX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	28	4.99%	—	Aug 2018	JEMSX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	93	18.62%	—	Jul 1987	JEMSX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	22	0.95%	—	Dec 2013	JEMSX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	70	1.36%	—	Jun 2014	JEMSX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	24	7.55%	—	Sep 1993	JEMSX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	27	4.91%	—	Aug 2018	JEMSX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	11	3.33%	—	Oct 1999	JEMSX vs VHIAX

Often Compared With JEMSX

Investors most often compare JEMSX with VEMAX, VUG, SIVLX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	40	11.61%	163.30B	Jun 2006	JEMSX vs VEMAX
VUG	Vanguard Growth ETF	Large Cap Growth Equities	35	9.37%	378.80B	Jan 2004	JEMSX vs VUG
SIVLX	Seafarer Overseas Value Fund Institutional Class	Emerging Markets Equities	36	8.42%	—	May 2016	JEMSX vs SIVLX
PZIEX	Pzena Emerging Markets Value Fund Institutional Cl...	Emerging Markets Equities	56	13.36%	—	Mar 2014	JEMSX vs PZIEX
BBCPX	Bridge Builder Core Plus Bond Fund	Total Bond Market	15	-0.23%	—	Jul 2015	JEMSX vs BBCPX
FEDDX	Fidelity Emerging Markets Discovery Fund	Emerging Markets Equities	88	21.51%	—	Nov 2011	JEMSX vs FEDDX
EMF	Templeton Emerging Markets Fund	Emerging Markets Equities	81	31.71%	—	Feb 1987	JEMSX vs EMF
PEAFX	PIMCO RAE Emerging Markets Fund Class A	Emerging Markets Equities	34	13.64%	—	Jun 2015	JEMSX vs PEAFX
CNWIX	Calamos Evolving World Growth Fund Class I	Emerging Markets Equities	33	29.36%	—	—	JEMSX vs CNWIX
FEDAX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	88	21.33%	—	Nov 2011	JEMSX vs FEDAX
JEMWX	JPMorgan Emerging Markets Equity Fund Class R6	Emerging Markets Equities	77	26.61%	—	Dec 2013	JEMSX vs JEMWX
VSIEX	JPMorgan International Equity Fund	Foreign Large Cap Equities	31	11.53%	—	Dec 1996	JEMSX vs VSIEX
JCMAX	JPMorgan Mid Cap Equity Fund Class A	Mid Cap Blend Equities	33	13.19%	—	Nov 2009	JEMSX vs JCMAX
FIQGX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	88	21.58%	—	Oct 2018	JEMSX vs FIQGX
WXCIX	William Blair Emerging Markets ex China Growth Fun...	Emerging Markets Equities	79	38.56%	—	Jul 2022	JEMSX vs WXCIX
WOBDX	JPMorgan Core Bond Fund	Intermediate Core Bond	13	-0.02%	—	May 1991	JEMSX vs WOBDX
FEDGX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	86	20.75%	—	Nov 2011	JEMSX vs FEDGX
VSEAX	JPMorgan Small Cap Equity Fund	Small Cap Blend Equities	20	14.84%	—	Dec 1994	JEMSX vs VSEAX
FEDTX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	87	21.09%	—	Nov 2011	JEMSX vs FEDTX
JMUEX	JPMorgan U.S. Equity Fund	Large Cap Blend Equities	24	7.48%	—	Sep 1993	JEMSX vs JMUEX

Compare JEMSX with Any Fund or Stock

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

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Diversifiers

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

JPMorgan Emerging Markets Equity Fund Class I (JEMSX) Alternatives