JPMorgan SmartRetirement Blend 2040 Fund (JOBEX) 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 JOBEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JOBEX
JOBEX charges 0.30% annually. There are 254 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JOBEX vs JIEHX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JOBEX vs PLWIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JOBEX vs PLTZX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JOBEX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JOBEX vs FCQTX |
Best Risk-Adjusted Alternatives to JOBEX
JOBEX has a PortfoliosLab risk / return rank of 69. There are 138 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 | JOBEX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JOBEX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JOBEX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | JOBEX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | JOBEX vs URTRX |
Top Performing JOBEX Alternatives (YTD)
JOBEX is at 9.60% YTD. There are 265 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Freedom 2065 Fund | 14.10% | — | Jun 2019 | JOBEX vs FFSFX | |
| Fidelity Freedom 2060 Fund | 14.05% | — | Aug 2014 | JOBEX vs FDKVX | |
| Fidelity Freedom 2055 Fund | 14.04% | — | Jun 2011 | JOBEX vs FDEEX | |
| Fidelity Freedom 2050 Fund | 13.81% | — | Jun 2006 | JOBEX vs FFFHX | |
| Fidelity Freedom 2045 Fund | 13.59% | — | Jun 2006 | JOBEX vs FFFGX |
Lowest Volatility Alternatives to JOBEX
JOBEX has 11.15% 1-year volatility. There are 340 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 | JOBEX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.45% | — | Oct 2009 | JOBEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | JOBEX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | JOBEX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | JOBEX vs DRIQX |
Lowest Drawdown Alternatives to JOBEX
JOBEX has a 1-year max drawdown of -7.92%. There are 334 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 | JOBEX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JOBEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JOBEX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JOBEX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JOBEX 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 JOBEX
Investors most often compare JOBEX with FFFFX, JLKYX, LTSTX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JOBEX with Any Fund or Stock
Compare JOBEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JOBEX with funds that move differently
JPMorgan SmartRetirement Blend 2040 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JOBEX.
Explore JOBEX Diversifiers