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 a closer substitute for your current allocation.
Cheapest Alternatives to JMCRX
JMCRX charges 1.51% annually. There are 116 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | JMCRX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | JMCRX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | JMCRX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | JMCRX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | JMCRX vs VRTVX |
Best Risk-Adjusted Alternatives to JMCRX
JMCRX has a PortfoliosLab risk / return rank of 52. There are 88 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | JMCRX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | JMCRX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | JMCRX vs WSCVX | |
| Aegis Value Fund | 89 | — | May 1998 | JMCRX vs AVALX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | JMCRX vs FESCX |
Top Performing JMCRX Alternatives (YTD)
JMCRX is at 19.11% YTD. There are 58 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 33.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 33.00% | — | Dec 1996 | JMCRX vs MMEYX | |
| Royce Opportunity Fund | 29.82% | — | Nov 1996 | JMCRX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 29.72% | — | Apr 2021 | JMCRX vs FESCX | |
| Invesco Small Cap Value Fund | 29.12% | — | Jun 1999 | JMCRX vs VSCAX | |
| Walthausen Small Cap Value Fund | 27.05% | — | Feb 2008 | JMCRX vs WSCVX |
Lowest Volatility Alternatives to JMCRX
JMCRX has 18.66% 1-year volatility. There are 104 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.58% | — | Sep 2017 | JMCRX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.24% | — | Apr 2019 | JMCRX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.33% | — | Apr 1997 | JMCRX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | JMCRX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.48% | — | Mar 2007 | JMCRX vs ARSMX |
Lowest Drawdown Alternatives to JMCRX
JMCRX has a 1-year max drawdown of -9.92%. There are 60 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | JMCRX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | JMCRX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | JMCRX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | JMCRX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | JMCRX vs TSLTX |
Other Mutual Funds from James Advantage
The 3 most viewed James Advantage mutual funds shown here include GLRBX, JAVAX, JASCX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| James Balanced: Golden Rainbow Fund | Diversified Portfolio | 73 | 4.77% | — | Jun 1991 | JMCRX vs GLRBX | |
| James Aggressive Allocation Fund | Diversified Portfolio | 82 | 11.11% | — | Jun 2015 | JMCRX vs JAVAX | |
| James Small Cap Fund | Small Cap Value Equities | 70 | 19.17% | — | Oct 1998 | JMCRX vs JASCX |
Often Compared With JMCRX
Investors most often compare JMCRX with PVIVX, FDM, IWC. These 20 comparison targets span 2 categories, 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.
Pair JMCRX with funds that move differently
James Micro Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JMCRX.
Explore JMCRX Diversifiers