JPMorgan Income Builder Fund Class A (JNBAX) Alternatives
JPMorgan Income Builder Fund Class A (JNBAX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JNBAX. 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 JNBAX
JNBAX charges 0.75% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among JNBAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | JNBAX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | JNBAX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | Apr 30, 2013 | JNBAX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | Apr 5, 2006 | JNBAX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | Dec 29, 2005 | JNBAX vs JNSMX |
Best Risk-Adjusted Alternatives to JNBAX
Among mutual funds in the Global Allocation 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 | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | JNBAX vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | JNBAX vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | JNBAX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | JNBAX vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | JNBAX vs GIMFX |
Top Performing JNBAX Alternatives (YTD)
JNBAX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | JNBAX vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | JNBAX vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | JNBAX vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | JNBAX vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | JNBAX vs PDRDX |
Lowest Volatility Alternatives to JNBAX
JNBAX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | JNBAX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | JNBAX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | JNBAX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | JNBAX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | JNBAX vs NRIIX |
Lowest Drawdown Alternatives to JNBAX
JNBAX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | JNBAX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | JNBAX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | JNBAX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | JNBAX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | JNBAX vs PDSYX |
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 | JNBAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JNBAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JNBAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JNBAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JNBAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JNBAX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JNBAX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JNBAX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JNBAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JNBAX vs VHIAX |
Often Compared With JNBAX
What investors most often compare with JNBAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Goldman Sachs Income Builder Fund | Diversified Portfolio | 67 | -0.56% | Oct 11, 1994 | JNBAX vs GSBFX |
Compare JNBAX with Any Fund or Stock
Compare JNBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.