JPMorgan Income Fund (JMSIX) Alternatives
JPMorgan Income Fund (JMSIX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JMSIX. 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 JMSIX
JMSIX charges 0.40% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among JMSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | Aug 3, 2014 | JMSIX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | Oct 12, 2021 | JMSIX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | Jul 28, 2016 | JMSIX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | Aug 20, 2013 | JMSIX vs MOFIX | |
| Vanguard Multi-Sector Income Bond Inv | 0.45% | Oct 14, 2021 | JMSIX vs VMSIX |
Best Risk-Adjusted Alternatives to JMSIX
Among mutual funds in the Multisector Bonds 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 | |
|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | Nov 1, 2015 | JMSIX vs NWXHX | |
| CrossingBridge Low Duration High Yield Fund | 98 | Jan 30, 2018 | JMSIX vs CBLDX | |
| Nationwide Strategic Income A | 98 | Nov 2, 2015 | JMSIX vs NWXEX | |
| Easterly Income Opportunities Fund | 98 | Aug 20, 2018 | JMSIX vs JSVIX | |
| Doubleline Selective Credit Fund | 98 | Aug 3, 2014 | JMSIX vs DBSCX |
Top Performing JMSIX Alternatives (YTD)
JMSIX alternatives from the Multisector Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Conquer Risk Managed Volatility Fund | 1.11% | Jun 30, 2020 | JMSIX vs CRMVX | |
| Rational Special Situations Income Fund | 1.01% | Jul 16, 2019 | JMSIX vs RFXIX | |
| Doubleline Selective Credit Fund | 0.84% | Aug 3, 2014 | JMSIX vs DBSCX | |
| Nationwide Amundi Strategic Income Fund | 0.76% | Nov 1, 2015 | JMSIX vs NWXHX | |
| Axonic Strategic Income Fund | 0.69% | Dec 29, 2019 | JMSIX vs AXSIX |
Lowest Volatility Alternatives to JMSIX
JMSIX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | 1.45% | Jan 30, 2018 | JMSIX vs CBLDX | |
| Rational Special Situations Income Fund | 1.56% | Jul 16, 2019 | JMSIX vs RFXIX | |
| Muzinich Low Duration Fund | 1.57% | Jun 29, 2016 | JMSIX vs MZLSX | |
| Nationwide Strategic Income A | 1.60% | Nov 2, 2015 | JMSIX vs NWXEX | |
| Nationwide Amundi Strategic Income Fund | 1.62% | Nov 1, 2015 | JMSIX vs NWXHX |
Lowest Drawdown Alternatives to JMSIX
JMSIX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | -0.93% | Jan 30, 2018 | JMSIX vs CBLDX | |
| Rational Special Situations Income Fund | -0.94% | Jul 16, 2019 | JMSIX vs RFXIX | |
| Nationwide Strategic Income A | -1.20% | Nov 2, 2015 | JMSIX vs NWXEX | |
| Axonic Strategic Income Fund | -1.22% | Dec 29, 2019 | JMSIX vs AXSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.22% | Jul 28, 2016 | JMSIX vs BWDTX |
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 | 18 | -11.56% | Nov 30, 2010 | JMSIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JMSIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JMSIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JMSIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JMSIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JMSIX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JMSIX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JMSIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JMSIX vs VHIAX | |
| JPMorgan U.S. Equity Fund | Large Cap Blend Equities | 22 | -10.35% | Sep 17, 1993 | JMSIX vs JMUEX |
Often Compared With JMSIX
What investors most often compare with JMSIX, based on PortfoliosLab usage data.
Compare JMSIX with Any Fund or Stock
Compare JMSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.