JPMorgan Mid Cap Value Fund Class R6 (JMVYX) belongs to the Mid 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 JMVYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JMVYX
JMVYX charges 0.60% annually. There are 16 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | JMVYX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | JMVYX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | JMVYX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | JMVYX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | JMVYX vs VMVIX |
Best Risk-Adjusted Alternatives to JMVYX
JMVYX has a PortfoliosLab risk / return rank of 36. There are 74 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 92 | — | Mar 2002 | JMVYX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 89 | — | Nov 2001 | JMVYX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 87 | — | Aug 1998 | JMVYX vs NCBVX | |
| Delaware Opportunity Fund | 86 | — | Aug 1992 | JMVYX vs FIUSX | |
| Fidelity Mid Cap Value K6 Fund | 85 | — | May 2017 | JMVYX vs FCMVX |
Top Performing JMVYX Alternatives (YTD)
JMVYX is at 11.42% YTD. There are 90 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.40% | — | Dec 1983 | JMVYX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.38% | — | Jul 1995 | JMVYX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.18% | — | Sep 1996 | JMVYX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.04% | — | Aug 1986 | JMVYX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.70% | — | Aug 2001 | JMVYX vs FVCSX |
Lowest Volatility Alternatives to JMVYX
JMVYX has 12.13% 1-year volatility. There are 9 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.50% | 36.60B | Sep 2011 | JMVYX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.50% | — | Aug 2006 | JMVYX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.80% | — | Dec 2013 | JMVYX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | JMVYX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.84% | — | Mar 2004 | JMVYX vs ACLAX |
Lowest Drawdown Alternatives to JMVYX
JMVYX has a 1-year max drawdown of -7.17%. There are 8 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | JMVYX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | JMVYX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | JMVYX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | JMVYX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | JMVYX vs VMVAX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 12 | 4.51% | — | Nov 2010 | JMVYX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.36% | — | Feb 1992 | JMVYX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.23% | — | Feb 1994 | JMVYX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 2.56% | — | Aug 2018 | JMVYX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 83 | 14.90% | — | Jul 1987 | JMVYX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.97% | — | Dec 2013 | JMVYX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 87 | 1.48% | — | Jun 2014 | JMVYX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 24 | 5.77% | — | Sep 1993 | JMVYX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.50% | — | Aug 2018 | JMVYX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 3.58% | — | Oct 1999 | JMVYX vs VHIAX |
Often Compared With JMVYX
Investors most often compare JMVYX with DHMAX, MVCKX, FCVFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare JMVYX with Any Fund or Stock
Compare JMVYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JMVYX with funds that move differently
JPMorgan Mid Cap Value Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JMVYX.
Explore JMVYX Diversifiers