JMVYX Alternatives & Similar Mutual Funds

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 15 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
FIMVX	Fidelity Mid Cap Value Index Fund	0.05%	—	Jul 2019	JMVYX vs FIMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	0.07%	37.20B	Sep 2011	JMVYX vs VMVAX
VMFVX	Vanguard S&P Mid-Cap 400 Value Index Fund Institut...	0.08%	—	Nov 2010	JMVYX vs VMFVX
MYISX	Victory Integrity Small/Mid-Cap Value Fund	0.09%	—	Jul 2011	JMVYX vs MYISX
VMVIX	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 62. There are 67 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
HAMVX	Harbor Mid Cap Value Fund	97	—	Mar 2002	JMVYX vs HAMVX
HNMVX	Harbor Mid Cap Value Fund Retirement Class	97	—	Mar 2016	JMVYX vs HNMVX
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	95	—	Aug 1998	JMVYX vs NCBVX
NAMAX	Columbia Select Mid Cap Value Fund	95	—	Nov 2001	JMVYX vs NAMAX
FASOX	Fidelity Advisor Value Strategies Fund Class I	94	—	Jul 1995	JMVYX vs FASOX

Top Performing JMVYX Alternatives (YTD)

JMVYX is at 14.59% YTD. There are 86 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 30.49%.

Symbol	Name	YTD Return	AUM	Inception
FSLSX	Fidelity Value Strategies Fund	30.49%	—	Dec 1983	JMVYX vs FSLSX
FASOX	Fidelity Advisor Value Strategies Fund Class I	30.44%	—	Jul 1995	JMVYX vs FASOX
FSOAX	Fidelity Advisor Value Strategies Fund Class A	30.25%	—	Sep 1996	JMVYX vs FSOAX
FASPX	Fidelity Advisor Value Strategies Fund Class M	30.06%	—	Aug 1986	JMVYX vs FASPX
FVCSX	Fidelity Advisor Value Strategies Fund Class C	29.67%	—	Aug 2001	JMVYX vs FVCSX

Lowest Volatility Alternatives to JMVYX

JMVYX has 12.09% 1-year volatility. There are 10 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	11.33%	37.20B	Sep 2011	JMVYX vs VMVAX
VMVIX	Vanguard Mid-Cap Value Index Fund	11.34%	—	Aug 2006	JMVYX vs VMVIX
PVMIX	Principal MidCap Value Fund I	11.74%	—	Dec 2003	JMVYX vs PVMIX
RSVAX	Victory RS Value Fund	11.78%	—	Jun 1993	JMVYX vs RSVAX
ACMVX	American Century Mid Cap Value Fund	11.79%	5.65B	Mar 2004	JMVYX vs ACMVX

Lowest Drawdown Alternatives to JMVYX

JMVYX has a 1-year max drawdown of -7.17%. There are 9 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
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	-6.31%	—	Aug 1998	JMVYX vs NCBVX
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	-6.51%	—	Dec 2006	JMVYX vs GTTMX
FIUSX	Delaware Opportunity Fund	-6.75%	—	Aug 1992	JMVYX vs FIUSX
HNMVX	Harbor Mid Cap Value Fund Retirement Class	-6.84%	—	Mar 2016	JMVYX vs HNMVX
HAMVX	Harbor Mid Cap Value Fund	-6.84%	—	Mar 2002	JMVYX vs HAMVX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	9	0.66%	—	Nov 2010	JMVYX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	9	0.51%	—	Feb 1992	JMVYX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	9	0.37%	—	Feb 1994	JMVYX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	33	4.24%	—	Aug 2018	JMVYX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	94	17.84%	—	Jul 1987	JMVYX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	25	0.22%	—	Dec 2013	JMVYX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	73	1.24%	—	Jun 2014	JMVYX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	26	5.55%	—	Sep 1993	JMVYX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	34	4.84%	—	Aug 2018	JMVYX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	11	0.82%	—	Oct 1999	JMVYX vs VHIAX

Often Compared With JMVYX

Investors most often compare JMVYX with DHMAX, MVCKX, FCVFX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DHMAX	Diamond Hill Small-Mid Cap Fund	Mid Cap Value Equities	25	9.78%	—	Dec 2005	JMVYX vs DHMAX
MVCKX	MFS Mid Cap Value Fund Class R6	Mid Cap Value Equities	62	16.16%	—	Feb 2013	JMVYX vs MVCKX
FCVFX	Fidelity Advisor Value Fund Class C	Mid Cap Value Equities	92	25.75%	—	Dec 2003	JMVYX vs FCVFX
DHPAX	Diamond Hill Mid Cap Fund	Mid Cap Value Equities	29	8.39%	—	Dec 2013	JMVYX vs DHPAX
FTVNX	Fuller & Thaler Behavioral Mid-Cap Value Fund	Mid Cap Value Equities	12	9.52%	—	Dec 2017	JMVYX vs FTVNX
AMDVX	American Century Mid Cap Value R6	Mid Cap Value Equities	72	16.28%	—	Jul 2013	JMVYX vs AMDVX
DHTAX	Diamond Hill All Cap Select Fund	Mid Cap Value Equities	40	9.53%	—	Dec 2005	JMVYX vs DHTAX
FMPAX	Fidelity Advisor Mid Cap Value Fund Class A	Mid Cap Value Equities	93	27.34%	—	Feb 2007	JMVYX vs FMPAX
FDVLX	Fidelity Value Fund	Mid Cap Value Equities	93	26.56%	—	Dec 1978	JMVYX vs FDVLX
FGSIX	Federated MDT Mid Cap Growth Fund Institutional Sh...	Mid Cap Growth Equities	4	1.10%	—	Aug 1984	JMVYX vs FGSIX
HMVYX	Hartford MidCap Value Fund	Mid Cap Value Equities	61	16.83%	—	Apr 2001	JMVYX vs HMVYX
PZVMX	Pzena Mid Cap Value Fund	Mid Cap Value Equities	37	21.16%	—	Mar 2014	JMVYX vs PZVMX
TIMVX	TIAA-CREF Mid-Cap Value Fund	Mid Cap Value Equities	90	20.89%	—	Oct 2002	JMVYX vs TIMVX
MYIMX	Victory Integrity Mid-Cap Value Fund	Mid Cap Value Equities	79	19.74%	—	Jul 2011	JMVYX vs MYIMX
QCSTIX	CREF Total Global Stock Account Class R3	Global Equities	71	12.86%	—	May 1992	JMVYX vs QCSTIX
QCGLIX	CREF Global Equities Account - R3	Global Equities	72	13.51%	—	Apr 2015	JMVYX vs QCGLIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	72	13.71%	789.06B	Jan 1993	JMVYX vs SPY
PPVIX	Principal SmallCap Value Fund II	Small Cap Value Equities	84	18.46%	—	Jun 2004	JMVYX vs PPVIX
VMCIX	Vanguard Mid-Cap Index Fund Institutional Shares	Mid Cap Blend Equities	49	13.55%	224.00B	May 1998	JMVYX vs VMCIX
VWENX	Vanguard Wellington Fund Admiral Shares	Diversified Portfolio	65	6.50%	123.40B	May 2001	JMVYX vs VWENX

Compare JMVYX with Any Fund or Stock

Compare JMVYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

JPMorgan Mid Cap Value Fund Class R6 (JMVYX) Alternatives