JPMorgan Income Builder Fund (JNBSX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JNBSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JNBSX
JNBSX charges 0.60% annually. There are 232 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | JNBSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JNBSX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | JNBSX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JNBSX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | JNBSX vs FYMIX |
Best Risk-Adjusted Alternatives to JNBSX
JNBSX has a PortfoliosLab risk / return rank of 58. There are 256 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | JNBSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | JNBSX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JNBSX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | JNBSX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | JNBSX vs AYBLX |
Top Performing JNBSX Alternatives (YTD)
JNBSX is at 5.77% YTD. There are 325 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 28.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 28.46% | — | Jan 1998 | JNBSX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JNBSX vs IOEZX | |
| Greenspring Fund | 19.54% | — | Jun 1983 | JNBSX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | JNBSX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.42% | — | Dec 2002 | JNBSX vs TIBIX |
Lowest Volatility Alternatives to JNBSX
JNBSX has 7.06% 1-year volatility. There are 165 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | JNBSX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | JNBSX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | JNBSX vs SCLAX | |
| Ave Maria Bond Fund | 2.97% | — | Apr 2003 | JNBSX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | JNBSX vs CSTAX |
Lowest Drawdown Alternatives to JNBSX
JNBSX has a 1-year max drawdown of -5.72%. There are 193 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | JNBSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JNBSX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JNBSX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JNBSX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JNBSX vs CSTAX |
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 | 7 | 1.20% | — | Nov 2010 | JNBSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.06% | — | Feb 1992 | JNBSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 6 | 0.94% | — | Feb 1994 | JNBSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 19 | 3.29% | — | Aug 2018 | JNBSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 86 | 16.24% | — | Jul 1987 | JNBSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -0.97% | — | Dec 2013 | JNBSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 85 | 1.48% | — | Jun 2014 | JNBSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 19 | 5.29% | — | Sep 1993 | JNBSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 3.23% | — | Aug 2018 | JNBSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 8 | 1.19% | — | Oct 1999 | JNBSX vs VHIAX |
Often Compared With JNBSX
Investors most often compare JNBSX with GSBFX, CAPAX, AMCPX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JNBSX with Any Fund or Stock
Compare JNBSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JNBSX with funds that move differently
JPMorgan Income Builder Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JNBSX.
Explore JNBSX Diversifiers