JPMorgan Managed Income Fund (JMGIX) Alternatives
JPMorgan Managed Income Fund (JMGIX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JMGIX. 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 JMGIX
JMGIX charges 0.25% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among JMGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | JMGIX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | JMGIX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | Jul 8, 2018 | JMGIX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | JMGIX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | JMGIX vs DFYGX |
Best Risk-Adjusted Alternatives to JMGIX
Among mutual funds in the Ultrashort Bond 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 | |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | Mar 21, 2019 | JMGIX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | JMGIX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | JMGIX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | JMGIX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | JMGIX vs BUBIX |
Top Performing JMGIX Alternatives (YTD)
JMGIX alternatives from the Ultrashort Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DFA Two-Year Government Portfolio | 0.88% | Jun 6, 1996 | JMGIX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | JMGIX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | JMGIX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | JMGIX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | JMGIX vs NUSFX |
Lowest Volatility Alternatives to JMGIX
JMGIX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.55% | Mar 30, 2017 | JMGIX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | JMGIX vs NUSIX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | JMGIX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | JMGIX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | JMGIX vs BUBIX |
Lowest Drawdown Alternatives to JMGIX
JMGIX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | Dec 2, 2013 | JMGIX vs UGSDX | |
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | JMGIX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | JMGIX vs NUSIX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | Apr 28, 2016 | JMGIX vs MUIIX | |
| Baird Ultra Short Bond Fund | -0.10% | Dec 31, 2013 | JMGIX vs BUBSX |
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Often Compared With JMGIX
What investors most often compare with JMGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Admiral Shares | Mid Cap Blend Equities | 28 | -2.80% | Nov 12, 2001 | JMGIX vs VIMAX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 99 | 0.33% | Aug 31, 1999 | JMGIX vs SADIX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | JMGIX vs VOO | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | Total Bond Market | 100 | 0.61% | Feb 24, 2015 | JMGIX vs VUSFX | |
| S&P 500 Index | 74 | -4.63% | — | JMGIX vs ^GSPC | ||
| Neiman Large Cap Value Fund | Large Cap Value Equities | 86 | 3.55% | Apr 1, 2003 | JMGIX vs NEIMX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -13.60% | May 29, 2009 | JMGIX vs BGRIX | |
| CrossingBridge Ultra-Short Duration Fund | Ultrashort Bond | 100 | 0.75% | Jun 29, 2021 | JMGIX vs CBUDX |
Compare JMGIX with Any Fund or Stock
Compare JMGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.