JPMorgan SmartRetirement Blend Income Fund (JIJSX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JIJSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIJSX
JIJSX charges 0.27% annually. There are 241 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JIJSX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JIJSX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JIJSX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JIJSX vs PLTZX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JIJSX vs PPLIX |
Best Risk-Adjusted Alternatives to JIJSX
JIJSX has a PortfoliosLab risk / return rank of 66. There are 273 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | JIJSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JIJSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JIJSX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JIJSX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JIJSX vs URTRX |
Top Performing JIJSX Alternatives (YTD)
JIJSX is at 4.92% YTD. There are 525 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | JIJSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JIJSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JIJSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JIJSX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JIJSX vs FQLSX |
Lowest Volatility Alternatives to JIJSX
JIJSX has 6.59% 1-year volatility. There are 116 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | JIJSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JIJSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JIJSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JIJSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JIJSX vs DRIQX |
Lowest Drawdown Alternatives to JIJSX
JIJSX has a 1-year max drawdown of -4.96%. There are 119 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | JIJSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JIJSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JIJSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JIJSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JIJSX vs PRMYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With JIJSX
Investors most often compare JIJSX with FVTKX, JLKYX, FRQKX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare JIJSX with Any Fund or Stock
Compare JIJSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIJSX with funds that move differently
JPMorgan SmartRetirement Blend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIJSX.
Explore JIJSX Diversifiers