Japan Smaller Capitalization Fund (JOF) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JOF
JOF charges 0.02% annually. Among mutual funds in the Japan Equities category, these options have the lowest expense ratios among JOF alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Japan Stock Index Fund | 0.11% | Jun 24, 2021 | JOF vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | Jan 30, 1986 | JOF vs DFJSX | |
| Fidelity Japan Smaller Companies Fund | 0.91% | Nov 1, 1995 | JOF vs FJSCX | |
| Fidelity Advisor Japan Fund Class Z | 0.96% | Oct 2, 2018 | JOF vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 1.04% | Dec 14, 2010 | JOF vs FJPIX |
Best Risk-Adjusted Alternatives to JOF
Among mutual funds in the Japan Equities 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 | |
|---|---|---|---|---|
| DFA Japanese Small Company Portfolio | 82 | Jan 30, 1986 | JOF vs DFJSX | |
| Fidelity Japan Fund | 78 | Sep 15, 1992 | JOF vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 77 | Dec 14, 2010 | JOF vs FJPIX | |
| Fidelity Advisor Japan Fund Class Z | 77 | Oct 2, 2018 | JOF vs FIQLX | |
| Fidelity Advisor Japan Fund Class A | 77 | Dec 14, 2010 | JOF vs FPJAX |
Top Performing JOF Alternatives (YTD)
JOF alternatives from the Japan Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Commonwealth Japan Fund | 3.66% | Jul 9, 1989 | JOF vs CNJFX | |
| DFA Japanese Small Company Portfolio | 3.43% | Jan 30, 1986 | JOF vs DFJSX | |
| Fidelity Advisor Japan Fund Class I | 2.59% | Dec 14, 2010 | JOF vs FJPIX | |
| Fidelity Advisor Japan Fund Class Z | 2.59% | Oct 2, 2018 | JOF vs FIQLX | |
| Fidelity Japan Fund | 2.58% | Sep 15, 1992 | JOF vs FJPNX |
Lowest Volatility Alternatives to JOF
JOF alternatives from the Japan Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Japanese Small Company Portfolio | 17.47% | Jan 30, 1986 | JOF vs DFJSX | |
| Hennessy Japan Small Cap Fund | 18.01% | Aug 30, 2007 | JOF vs HJPSX | |
| Fidelity Japan Smaller Companies Fund | 18.78% | Nov 1, 1995 | JOF vs FJSCX | |
| Commonwealth Japan Fund | 19.19% | Jul 9, 1989 | JOF vs CNJFX | |
| T. Rowe Price Japan Fund | 20.46% | Dec 29, 1991 | JOF vs PRJPX |
Lowest Drawdown Alternatives to JOF
JOF alternatives from the Japan Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Commonwealth Japan Fund | -11.44% | Jul 9, 1989 | JOF vs CNJFX | |
| DFA Japanese Small Company Portfolio | -12.53% | Jan 30, 1986 | JOF vs DFJSX | |
| Fidelity Advisor Japan Fund Class Z | -12.73% | Oct 2, 2018 | JOF vs FIQLX | |
| Fidelity Japan Fund | -12.74% | Sep 15, 1992 | JOF vs FJPNX | |
| Fidelity Advisor Japan Fund Class A | -12.75% | Dec 14, 2010 | JOF vs FPJAX |
Often Compared With JOF
What investors most often compare with JOF, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class M | Japan Equities | 75 | 2.47% | Dec 14, 2010 | JOF vs FJPTX | |
| iShares MSCI Japan ETF | Japan Equities | 77 | 4.58% | Mar 12, 1996 | JOF vs EWJ | |
| iShares MSCI Japan Small Cap ETF | Japan Equities | 85 | 5.74% | Dec 20, 2007 | JOF vs SCJ | |
| Fidelity Advisor Japan Fund Class C | Japan Equities | 75 | 2.30% | Dec 14, 2010 | JOF vs FJPCX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 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.