JOHCM Emerging Markets Small Mid Cap Equity Fund (JOMMX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JOMMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JOMMX
JOMMX charges 1.49% annually. There are 150 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | JOMMX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | JOMMX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | JOMMX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | JOMMX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | JOMMX vs EMPTX |
Best Risk-Adjusted Alternatives to JOMMX
JOMMX has a PortfoliosLab risk / return rank of 51. There are 150 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | JOMMX vs FQEMX | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | JOMMX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 98 | — | Jan 2018 | JOMMX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | JOMMX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 97 | — | Jan 2019 | JOMMX vs LVAZX |
Top Performing JOMMX Alternatives (YTD)
JOMMX is at 20.10% YTD. There are 132 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 112.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 112.88% | — | Jun 1996 | JOMMX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 90.39% | — | Nov 2021 | JOMMX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 67.99% | — | Jan 2018 | JOMMX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 56.32% | — | Oct 2021 | JOMMX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 47.70% | — | Jan 1994 | JOMMX vs GTDDX |
Lowest Volatility Alternatives to JOMMX
JOMMX has 25.03% 1-year volatility. There are 166 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.37% | — | Dec 2020 | JOMMX vs BADEX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.03% | — | Dec 2013 | JOMMX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.32% | — | Dec 2016 | JOMMX vs GQGPX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 11.53% | — | Oct 2011 | JOMMX vs ESCIX | |
| Parametric Emerging Markets Fund | 11.57% | — | Jun 2006 | JOMMX vs EAEMX |
Lowest Drawdown Alternatives to JOMMX
JOMMX has a 1-year max drawdown of -13.61%. There are 111 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | JOMMX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | JOMMX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | JOMMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | JOMMX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | JOMMX vs GQGPX |
Other Mutual Funds from JOHCM Funds
The 3 most viewed JOHCM Funds mutual funds shown here include JOHIX, JOEMX, JOPSX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JOHCM International Select Fund | Foreign Large Cap Equities | 15 | 6.26% | — | Jul 2009 | JOMMX vs JOHIX | |
| JOHCM Emerging Markets Opportunities Fund | Emerging Markets Diversified | 73 | 22.74% | — | Nov 2012 | JOMMX vs JOEMX | |
| JOHCM International Opportunities Fund | Foreign Large Cap Equities | 24 | 10.64% | — | Sep 2016 | JOMMX vs JOPSX |
Often Compared With JOMMX
Investors most often compare JOMMX with VEMAX, EFEIX, DRESX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JOMMX with Any Fund or Stock
Compare JOMMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JOMMX with funds that move differently
JOHCM Emerging Markets Small Mid Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JOMMX.
Explore JOMMX Diversifiers