James Micro Cap Fund (JMCRX) Alternatives
James Micro Cap Fund (JMCRX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JMCRX. 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 JMCRX
JMCRX charges 1.51% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among JMCRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | JMCRX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | JMCRX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | JMCRX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | JMCRX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | JMCRX vs VSMVX |
Best Risk-Adjusted Alternatives to JMCRX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | JMCRX vs AVALX | |
| Brandes Small Cap Value Fund | 91 | Jan 2, 2018 | JMCRX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | 85 | Jul 31, 1997 | JMCRX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 82 | Apr 1, 1997 | JMCRX vs TASCX | |
| Heartland Value Fund | 81 | Dec 28, 1984 | JMCRX vs HRTVX |
Top Performing JMCRX Alternatives (YTD)
JMCRX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 16.31% | May 15, 1998 | JMCRX vs AVALX | |
| Invesco Small Cap Value Fund | 9.80% | Jun 21, 1999 | JMCRX vs VSCAX | |
| Victory Integrity Discovery Fund | 9.11% | Dec 26, 1996 | JMCRX vs MMEYX | |
| Hotchkis & Wiley Small Cap Value Fund | 9.06% | Sep 20, 1985 | JMCRX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | Jun 10, 2000 | JMCRX vs HWSAX |
Lowest Volatility Alternatives to JMCRX
JMCRX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | JMCRX vs PVCMX | |
| North Star Dividend Fund | 17.07% | May 31, 2013 | JMCRX vs NSDVX | |
| Royce Special Equity Fund | 18.14% | May 1, 1998 | JMCRX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.48% | Mar 29, 2007 | JMCRX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | JMCRX vs TASCX |
Lowest Drawdown Alternatives to JMCRX
JMCRX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | JMCRX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | JMCRX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | JMCRX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | JMCRX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | -12.25% | Mar 29, 2007 | JMCRX vs ARSMX |
Other Mutual Funds from James Advantage
Most popular James Advantage mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| James Balanced: Golden Rainbow Fund | Diversified Portfolio | 83 | -0.60% | Jun 30, 1991 | JMCRX vs GLRBX | |
| James Aggressive Allocation Fund | Diversified Portfolio | 79 | 0.49% | Jun 30, 2015 | JMCRX vs JAVAX | |
| James Small Cap Fund | Small Cap Value Equities | 50 | 4.27% | Oct 2, 1998 | JMCRX vs JASCX |
Often Compared With JMCRX
What investors most often compare with JMCRX, based on PortfoliosLab usage data.
Compare JMCRX with Any Fund or Stock
Compare JMCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.