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 a closer substitute for your current allocation.
Cheapest Alternatives to JNBAX
JNBAX charges 0.75% annually. There are 24 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | JNBAX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | JNBAX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | JNBAX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | JNBAX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | JNBAX vs JNSMX |
Best Risk-Adjusted Alternatives to JNBAX
JNBAX has a PortfoliosLab risk / return rank of 61. There are 40 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 97 | — | Dec 2002 | JNBAX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | JNBAX vs GBFFX | |
| Principal Diversified Select Real Asset Fund | 94 | — | Jul 2019 | JNBAX vs PDSYX | |
| GMO Implementation Fund | 94 | — | Feb 2012 | JNBAX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 94 | — | Jul 2003 | JNBAX vs GBMFX |
Top Performing JNBAX Alternatives (YTD)
JNBAX is at 6.11% YTD. There are 64 mutual funds in the Global Allocation category with higher YTD returns, going as high as 22.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Dynamic Income Fund | 22.73% | — | Jun 2007 | JNBAX vs CHW | |
| Calamos Global Total Return Fund | 22.71% | — | Oct 2005 | JNBAX vs CGO | |
| Calamos Global Opportunities Fund | 15.85% | — | Sep 1996 | JNBAX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 15.22% | — | Dec 2002 | JNBAX vs TIBAX | |
| Wilmington Real Asset Fund | 13.62% | — | Jun 2003 | JNBAX vs WMRIX |
Lowest Volatility Alternatives to JNBAX
JNBAX has 7.17% 1-year volatility. There are 11 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | JNBAX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.44% | — | Dec 2017 | JNBAX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.68% | — | Mar 2011 | JNBAX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.88% | — | Sep 2011 | JNBAX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.92% | — | Dec 2011 | JNBAX vs PMFYX |
Lowest Drawdown Alternatives to JNBAX
JNBAX has a 1-year max drawdown of -5.74%. There are 17 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | JNBAX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | JNBAX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | JNBAX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | JNBAX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | JNBAX vs MSTGX |
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 | 4.73% | — | Nov 2010 | JNBAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.58% | — | Feb 1992 | JNBAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.46% | — | Feb 1994 | JNBAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 2.85% | — | Aug 2018 | JNBAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 84 | 15.02% | — | Jul 1987 | JNBAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -1.06% | — | Dec 2013 | JNBAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | JNBAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 24 | 5.58% | — | Sep 1993 | JNBAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.80% | — | Aug 2018 | JNBAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | JNBAX vs VHIAX |
Often Compared With JNBAX
Investors most often compare JNBAX with GSBFX, RAPZX, WARAX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JNBAX with Any Fund or Stock
Compare JNBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JNBAX with funds that move differently
JPMorgan Income Builder Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JNBAX.
Explore JNBAX Diversifiers