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 31. There are 11 mutual funds in the Japan Equities category with higher risk-adjusted ranks, going as high as 60.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 60 | — | Oct 2018 | JOF vs FIQLX | |
| Fidelity Japan Fund | 60 | — | Sep 1992 | JOF vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 60 | — | Dec 2010 | JOF vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 59 | — | Dec 2010 | JOF vs FPJAX | |
| Fidelity Advisor Japan Fund Class M | 59 | — | Dec 2010 | JOF vs FJPTX |
Top Performing JOF Alternatives (YTD)
JOF is at 9.82% YTD. There are 14 mutual funds in the Japan Equities category with higher YTD returns, going as high as 24.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 24.66% | — | Oct 2018 | JOF vs FIQLX | |
| Fidelity Japan Fund | 24.63% | — | Sep 1992 | JOF vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 24.63% | — | Dec 2010 | JOF vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 24.53% | — | Dec 2010 | JOF vs FPJAX | |
| Fidelity Advisor Japan Fund Class M | 24.35% | — | Dec 2010 | JOF vs FJPTX |
Lowest Volatility Alternatives to JOF
JOF has 19.54% 1-year volatility. There are 5 mutual funds in the Japan Equities category with lower 1-year volatility, going as low as 16.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Japanese Small Company Portfolio | 16.26% | — | Jan 1986 | JOF vs DFJSX | |
| Hennessy Japan Small Cap Fund | 17.40% | — | Aug 2007 | JOF vs HJPSX | |
| Commonwealth Japan Fund | 17.68% | — | Jul 1989 | JOF vs CNJFX | |
| Fidelity Japan Smaller Companies Fund | 18.50% | — | Nov 1995 | JOF vs FJSCX | |
| T. Rowe Price Japan Fund | 18.87% | — | Dec 1991 | JOF vs PRJPX |
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 |
Often Compared With JOF
Investors most often compare JOF with SCJ, EWJ, DFJ. These 5 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares MSCI Japan Small Cap ETF | Japan Equities | 51 | 13.94% | 245.15M | Dec 2007 | JOF vs SCJ | |
| iShares MSCI Japan ETF | Japan Equities | 46 | 15.90% | 21.30B | Mar 1996 | JOF vs EWJ | |
| WisdomTree Japan SmallCap Dividend Fund | Japan Equities, Dividend | 44 | 9.57% | 394.74M | Jun 2006 | JOF vs DFJ | |
| Fidelity Advisor Japan Fund Class C | Japan Equities | 57 | 24.10% | — | Dec 2010 | JOF vs FJPCX | |
| Vanguard S&P 500 ETF | S&P 500 | 75 | 11.69% | 1.60T | Sep 2010 | JOF vs VOO |
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