Japan Smaller Capitalization Fund (JOF) belongs to the Japan Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JOF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JOF
JOF charges 0.02% annually. No mutual funds in the Japan Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.11%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Japan Stock Index Fund | 0.11% | — | Jun 2021 | JOF vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | — | Jan 1986 | JOF vs DFJSX | |
| Fidelity Japan Smaller Companies Fund | 0.91% | — | Nov 1995 | JOF vs FJSCX | |
| Fidelity Advisor Japan Fund Class Z | 0.96% | — | Oct 2018 | JOF vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 1.04% | — | Dec 2010 | JOF vs FJPIX |
Best Risk-Adjusted Alternatives to JOF
JOF has a PortfoliosLab risk / return rank of 48. There are 14 mutual funds in the Japan Equities category with higher risk-adjusted ranks, going as high as 72.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Japan Fund | 72 | — | Sep 1992 | JOF vs FJPNX | |
| DFA Japanese Small Company Portfolio | 69 | — | Jan 1986 | JOF vs DFJSX | |
| Fidelity Advisor Japan Fund Class Z | 69 | — | Oct 2018 | JOF vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 69 | — | Dec 2010 | JOF vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 69 | — | Dec 2010 | JOF vs FPJAX |
Top Performing JOF Alternatives (YTD)
JOF is at 8.15% YTD. There are 14 mutual funds in the Japan Equities category with higher YTD returns, going as high as 21.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Japan Fund | 21.93% | — | Oct 2003 | JOF vs HJPNX | |
| Fidelity Advisor Japan Fund Class Z | 21.46% | — | Oct 2018 | JOF vs FIQLX | |
| Fidelity Japan Fund | 21.40% | — | Sep 1992 | JOF vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 21.34% | — | Dec 2010 | JOF vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 21.21% | — | Dec 2010 | JOF vs FPJAX |
Lowest Volatility Alternatives to JOF
JOF has 20.23% 1-year volatility. There are 4 mutual funds in the Japan Equities category with lower 1-year volatility, going as low as 17.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Japanese Small Company Portfolio | 17.36% | — | Jan 1986 | JOF vs DFJSX | |
| Hennessy Japan Small Cap Fund | 18.33% | — | Aug 2007 | JOF vs HJPSX | |
| Commonwealth Japan Fund | 18.99% | — | Jul 1989 | JOF vs CNJFX | |
| T. Rowe Price Japan Fund | 19.33% | — | Dec 1991 | JOF vs PRJPX | |
| Fidelity Japan Smaller Companies Fund | 21.17% | — | Nov 1995 | JOF vs FJSCX |
Lowest Drawdown Alternatives to JOF
JOF has a 1-year max drawdown of -17.21%. There are 14 mutual funds in the Japan Equities category with shallower 1-year drawdowns, going as shallow as -11.44%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Commonwealth Japan Fund | -11.44% | — | Jul 1989 | JOF vs CNJFX | |
| DFA Japanese Small Company Portfolio | -12.53% | — | Jan 1986 | JOF vs DFJSX | |
| Fidelity Advisor Japan Fund Class Z | -12.73% | — | Oct 2018 | JOF vs FIQLX | |
| Fidelity Japan Fund | -12.74% | — | Sep 1992 | JOF vs FJPNX | |
| Fidelity Advisor Japan Fund Class A | -12.75% | — | Dec 2010 | JOF vs FPJAX |
Other Mutual Funds from Nomura
The 6 most viewed Nomura mutual funds shown here include DEMAX, FGIPX, TWN and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | Emerging Markets Equities | 91 | 68.34% | — | Jun 1996 | JOF vs DEMAX | |
| Nomura Growth and Income Fund Institutional Class | Large Cap Value Equities | 98 | 23.14% | — | Oct 1993 | JOF vs FGIPX | |
| The Taiwan Fund Inc. | Taiwan Equities, Asia Pacific Equities | 95 | 53.82% | — | — | JOF vs TWN | |
| Nomura Emerging Markets Fund Class C | Emerging Markets Equities | 91 | 67.60% | — | Jun 1996 | JOF vs DEMCX | |
| Nomura Science and Technology Fund Class A | Technology Equities | 69 | 31.65% | — | — | JOF vs WSTAX | |
| Nomura Value Fund Class C | Large Cap Value Equities | 34 | 8.20% | — | Apr 2002 | JOF vs DDVCX |
Often Compared With JOF
Investors most often compare JOF with FJPTX, SCJ, DFJ. These 9 comparison targets span 7 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class M | Japan Equities, Asia Pacific Equities | 66 | 21.01% | — | Dec 2010 | JOF vs FJPTX | |
| iShares MSCI Japan Small Cap ETF | Japan Equities, Asia Pacific Equities | 68 | 15.89% | 252.53M | Dec 2007 | JOF vs SCJ | |
| WisdomTree Japan SmallCap Dividend Fund | Japan Equities, Dividend, Asia Pacific Equities | 60 | 12.43% | 381.12M | Jun 2006 | JOF vs DFJ | |
| iShares MSCI Japan ETF | Japan Equities, Asia Pacific Equities | 64 | 15.05% | 21.75B | Mar 1996 | JOF vs EWJ | |
| Fidelity Advisor Japan Fund Class C | Japan Equities, Asia Pacific Equities | 66 | 20.64% | — | Dec 2010 | JOF vs FJPCX | |
| Nuveen California Quality Municipal Income Fund | Municipal Bonds | 82 | 3.55% | — | Dec 1998 | JOF vs NAC | |
| Voya Asia Pacific High Dividend Equity Income Fund | Derivative Income, Dividend, Asia Pacific Equities | 58 | 23.01% | — | Mar 2007 | JOF vs IAE | |
| Vanguard S&P 500 ETF | S&P 500 | 68 | 10.16% | 1.70T | Sep 2010 | JOF vs VOO | |
| FolioBeyond Alternative Income and Interest Rate H... | Nontraditional Bonds | 50 | 4.91% | 180.75M | Sep 2021 | JOF vs RISR |
Compare JOF with Any Fund or Stock
Compare JOF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JOF with funds that move differently
Japan Smaller Capitalization Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JOF.
Explore JOF Diversifiers