JPMorgan Income Fund Class I (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 a closer substitute for your current allocation.
Cheapest Alternatives to JMSIX
JMSIX charges 0.40% annually. There are 2 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | JMSIX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | JMSIX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | JMSIX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | JMSIX vs MOFIX | |
| Vanguard Multi-Sector Income Bond Inv | 0.45% | — | Oct 2021 | JMSIX vs VMSIX |
Best Risk-Adjusted Alternatives to JMSIX
JMSIX has a PortfoliosLab risk / return rank of 81. There are 16 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | JMSIX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | JMSIX vs NWXEX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | JMSIX vs RFXIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | JMSIX vs BWDTX | |
| Oaktree Diversified Income Fund Inc. Class D | 98 | — | Nov 2021 | JMSIX vs ODIDX |
Top Performing JMSIX Alternatives (YTD)
JMSIX is at 1.12% YTD. There are 24 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Saba Capital Income & Opportunities Fund | 3.37% | — | Dec 1987 | JMSIX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 2.86% | — | May 2016 | JMSIX vs LFLIX | |
| Nationwide Amundi Strategic Income Fund | 2.67% | — | Nov 2015 | JMSIX vs NWXHX | |
| abrdn Income Credit Strategies Fund | 2.65% | — | Jan 2011 | JMSIX vs ACP | |
| Nationwide Strategic Income A | 2.60% | — | Nov 2015 | JMSIX vs NWXEX |
Lowest Volatility Alternatives to JMSIX
JMSIX has 2.50% 1-year volatility. There are 19 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.17% | — | Nov 2015 | JMSIX vs NWXHX | |
| Nationwide Strategic Income A | 1.24% | — | Nov 2015 | JMSIX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.31% | — | Jul 2016 | JMSIX vs BWDTX | |
| Rational Special Situations Income Fund | 1.39% | — | Jul 2019 | JMSIX vs RFXIX | |
| Oaktree Diversified Income Fund Inc. Class D | 1.47% | — | Nov 2021 | JMSIX vs ODIDX |
Lowest Drawdown Alternatives to JMSIX
JMSIX has a 1-year max drawdown of -1.62%. There are 12 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | JMSIX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | JMSIX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | JMSIX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | JMSIX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | JMSIX vs BWDTX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 6 | -1.09% | — | Nov 2010 | JMSIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 6 | -1.23% | — | Feb 1992 | JMSIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 6 | -1.37% | — | Feb 1994 | JMSIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 28 | 3.73% | — | Aug 2018 | JMSIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 91 | 16.82% | — | Jul 1987 | JMSIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Equity Hedged | 16 | -0.72% | — | Dec 2013 | JMSIX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 17 | 3.84% | — | Sep 1993 | JMSIX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 27 | 3.67% | — | Aug 2018 | JMSIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 7 | -1.08% | — | Oct 1999 | JMSIX vs VHIAX | |
| JPMorgan Equity Income Fund | Dividend, Large Cap Value Equities | 90 | 16.66% | — | Jul 1987 | JMSIX vs HLIEX |
Often Compared With JMSIX
Investors most often compare JMSIX with PIMIX, PONPX, VCOBX. These 20 comparison targets span 11 categories, 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.
Pair JMSIX with funds that move differently
JPMorgan Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JMSIX.
Explore JMSIX Diversifiers