JPMorgan Mid Cap Growth Fund Class R6 (JMGMX) Alternatives
JPMorgan Mid Cap Growth Fund Class R6 (JMGMX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JMGMX. 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 JMGMX
JMGMX charges 0.65% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among JMGMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | JMGMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | JMGMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | JMGMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | JMGMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | JMGMX vs VMGMX |
Best Risk-Adjusted Alternatives to JMGMX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 92 | Oct 5, 2000 | JMGMX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | JMGMX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | JMGMX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | JMGMX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | JMGMX vs BFGFX |
Top Performing JMGMX Alternatives (YTD)
JMGMX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | May 4, 2007 | JMGMX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | JMGMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | JMGMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | JMGMX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | JMGMX vs NEEGX |
Lowest Volatility Alternatives to JMGMX
JMGMX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.84% | — | JMGMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | JMGMX vs BQMGX | |
| Villere Equity Fund | 16.35% | May 31, 2013 | JMGMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | JMGMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | JMGMX vs VSNGX |
Lowest Drawdown Alternatives to JMGMX
JMGMX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund | -11.12% | Jun 12, 1987 | JMGMX vs BARAX | |
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | JMGMX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | JMGMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | JMGMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | JMGMX vs VLEQX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 25 | -8.48% | Nov 30, 2010 | JMGMX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 24 | -8.55% | Feb 28, 1992 | JMGMX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 23 | -8.59% | Feb 28, 1992 | JMGMX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 24 | -0.51% | Aug 31, 2018 | JMGMX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 48 | 1.64% | Jul 2, 1987 | JMGMX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 34 | -4.94% | Dec 13, 2013 | JMGMX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 31 | -7.67% | Sep 17, 1993 | JMGMX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 95 | -0.17% | Jun 1, 2014 | JMGMX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 22 | -0.48% | Aug 31, 2018 | JMGMX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 34 | -8.66% | Oct 29, 1999 | JMGMX vs VHIAX |
Often Compared With JMGMX
What investors most often compare with JMGMX, based on PortfoliosLab usage data.
Compare JMGMX with Any Fund or Stock
Compare JMGMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.