JOHCM Emerging Markets Small Mid Cap Equity Fund (JOMMX) belongs to the Emerging Markets Equities 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 185 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | JOMMX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | JOMMX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | JOMMX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | JOMMX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | JOMMX vs FPADX |
Best Risk-Adjusted Alternatives to JOMMX
JOMMX has a PortfoliosLab risk / return rank of 20. There are 201 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | JOMMX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | JOMMX vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | JOMMX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | JOMMX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | JOMMX vs DEMCX |
Top Performing JOMMX Alternatives (YTD)
JOMMX is at 8.46% YTD. There are 188 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | JOMMX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | JOMMX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | JOMMX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | JOMMX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | JOMMX vs GMAQX |
Lowest Volatility Alternatives to JOMMX
JOMMX has 26.45% 1-year volatility. There are 194 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | JOMMX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | JOMMX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | JOMMX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | JOMMX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | JOMMX vs FGKPX |
Lowest Drawdown Alternatives to JOMMX
JOMMX has a 1-year max drawdown of -14.80%. There are 146 mutual funds in the Emerging Markets Equities 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 | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | JOMMX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | JOMMX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | JOMMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | JOMMX vs COBYX |
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 | 25 | 4.53% | — | Jul 2009 | JOMMX vs JOHIX | |
| JOHCM Emerging Markets Opportunities Fund | Emerging Markets Equities | 63 | 16.97% | — | Nov 2012 | JOMMX vs JOEMX | |
| JOHCM International Opportunities Fund | Foreign Large Cap Equities | 67 | 11.95% | — | Sep 2016 | JOMMX vs JOPSX |
Often Compared With JOMMX
Investors most often compare JOMMX with EFEIX, VEMAX, EAEMX. These 20 comparison targets span 1 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