JPMorgan Income Builder Fund (JNBSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JNBSX
JNBSX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among JNBSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | JNBSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | JNBSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | JNBSX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | JNBSX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | JNBSX vs BWBIX |
Best Risk-Adjusted Alternatives to JNBSX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | JNBSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | JNBSX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | JNBSX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | JNBSX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | JNBSX vs PMAIX |
Top Performing JNBSX Alternatives (YTD)
JNBSX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | JNBSX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | JNBSX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | JNBSX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | JNBSX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | JNBSX vs CONWX |
Lowest Volatility Alternatives to JNBSX
JNBSX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | JNBSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | JNBSX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | JNBSX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | JNBSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | JNBSX vs SICIX |
Lowest Drawdown Alternatives to JNBSX
JNBSX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | JNBSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | JNBSX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | JNBSX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | JNBSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | JNBSX vs SICIX |
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 | JNBSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JNBSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JNBSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JNBSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JNBSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JNBSX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JNBSX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JNBSX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JNBSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JNBSX vs VHIAX |
Often Compared With JNBSX
What investors most often compare with JNBSX, 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.