JOHCM Emerging Markets Small Mid Cap Equity Fund (JOMMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JOMMX
JOMMX charges 1.49% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among JOMMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | JOMMX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | JOMMX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | JOMMX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | JOMMX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | May 30, 2018 | JOMMX vs EMPTX |
Best Risk-Adjusted Alternatives to JOMMX
Among mutual funds in the Emerging Markets Diversified 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 | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | JOMMX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 96 | Jan 9, 2018 | JOMMX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 96 | Jul 14, 1994 | JOMMX vs LZEMX | |
| Brandes Emerging Markets Fund | 96 | Jan 30, 2011 | JOMMX vs BEMIX | |
| Franklin Templeton SMACS: Series EM | 95 | Nov 21, 2021 | JOMMX vs FQEMX |
Top Performing JOMMX Alternatives (YTD)
JOMMX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 13.36% | Jun 9, 1996 | JOMMX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 9.17% | Jan 9, 2018 | JOMMX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | JOMMX vs ESCIX | |
| Franklin Templeton SMACS: Series EM | 8.67% | Nov 21, 2021 | JOMMX vs FQEMX | |
| Cullen Emerging Markets High Dividend Fund | 6.79% | Aug 30, 2012 | JOMMX vs CEMFX |
Lowest Volatility Alternatives to JOMMX
JOMMX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.20% | Dec 20, 2020 | JOMMX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 11.89% | May 26, 2008 | JOMMX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.06% | Jun 29, 2006 | JOMMX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.26% | Jun 29, 1998 | JOMMX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.26% | Nov 3, 2013 | JOMMX vs EFEIX |
Lowest Drawdown Alternatives to JOMMX
JOMMX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | JOMMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | JOMMX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | JOMMX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | JOMMX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | JOMMX vs EITEX |
Other Mutual Funds from JOHCM Funds
Most popular JOHCM Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JOHCM International Select Fund | Foreign Large Cap Equities | 30 | -4.17% | Jul 28, 2009 | JOMMX vs JOHIX | |
| JOHCM International Opportunities Fund | Foreign Large Cap Equities | 43 | 0.00% | Sep 29, 2016 | JOMMX vs JOPSX | |
| JOHCM Emerging Markets Opportunities Fund | Emerging Markets Diversified | 72 | -2.15% | Nov 19, 2012 | JOMMX vs JOEMX |
Often Compared With JOMMX
What investors most often compare with JOMMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Emerging Markets Stock Index Fund Admiral... | Emerging Markets Equities | 66 | -2.51% | Jun 23, 2006 | JOMMX vs VEMAX | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Diversified | 95 | 4.87% | Aug 21, 2011 | JOMMX vs DRESX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 95 | 5.47% | Aug 29, 2000 | JOMMX vs GLLSX | |
| TIAA-CREF Emerging Markets Equity Index Fund | Emerging Markets Diversified | 83 | 0.14% | Aug 30, 2010 | JOMMX vs TEQLX |
Compare JOMMX with Any Fund or Stock
Compare JOMMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.