JPMorgan SmartRetirement Blend 2050 Fund (JNEAX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JNEAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JNEAX
JNEAX charges 0.33% annually. There are 264 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JNEAX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JNEAX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | JNEAX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JNEAX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JNEAX vs PLWIX |
Best Risk-Adjusted Alternatives to JNEAX
JNEAX has a PortfoliosLab risk / return rank of 67. There are 242 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | JNEAX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JNEAX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JNEAX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JNEAX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JNEAX vs URTRX |
Top Performing JNEAX Alternatives (YTD)
JNEAX is at 11.03% YTD. There are 94 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | JNEAX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JNEAX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JNEAX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JNEAX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JNEAX vs FQLSX |
Lowest Volatility Alternatives to JNEAX
JNEAX has 12.83% 1-year volatility. There are 459 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | JNEAX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JNEAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JNEAX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JNEAX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JNEAX vs DRIQX |
Lowest Drawdown Alternatives to JNEAX
JNEAX has a 1-year max drawdown of -8.97%. There are 454 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | JNEAX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JNEAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JNEAX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JNEAX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JNEAX vs PRMYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With JNEAX
Investors most often compare JNEAX with LPDIX, DRIKX, DTDRX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare JNEAX with Any Fund or Stock
Compare JNEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JNEAX with funds that move differently
JPMorgan SmartRetirement Blend 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JNEAX.
Explore JNEAX Diversifiers