Johnson Opportunity Fund (JOPPX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JOPPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JOPPX
JOPPX charges 1.00% annually. There are 80 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | JOPPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | JOPPX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 224.00B | Dec 2010 | JOPPX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | JOPPX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | JOPPX vs FSMAX |
Best Risk-Adjusted Alternatives to JOPPX
JOPPX has a PortfoliosLab risk / return rank of 34. There are 91 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | JOPPX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | JOPPX vs GENIX | |
| Vanguard Strategic Equity Fund | 88 | 12.20B | Aug 1995 | JOPPX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | JOPPX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 82 | — | Oct 2023 | JOPPX vs FTHMX |
Top Performing JOPPX Alternatives (YTD)
JOPPX is at 12.69% YTD. There are 87 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.13% | — | Jan 2005 | JOPPX vs PFSLX | |
| 13D Activist Fund | 28.42% | — | Dec 2011 | JOPPX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.12% | — | Aug 2015 | JOPPX vs FZFLX | |
| Hodges Fund | 22.63% | — | Oct 1992 | JOPPX vs HDPMX | |
| Tarkio Fund | 22.38% | — | Jun 2011 | JOPPX vs TARKX |
Lowest Volatility Alternatives to JOPPX
JOPPX has 14.33% 1-year volatility. There are 28 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.73% | — | Dec 2002 | JOPPX vs GWSAX | |
| Boston Trust Midcap Fund | 11.76% | — | — | JOPPX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | JOPPX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | JOPPX vs WAMFX | |
| Victory RS Investors Fund | 12.03% | — | Nov 2005 | JOPPX vs RSINX |
Lowest Drawdown Alternatives to JOPPX
JOPPX has a 1-year max drawdown of -9.82%. There are 72 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | JOPPX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | JOPPX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | JOPPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | JOPPX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | JOPPX vs DNLDX |
Other Mutual Funds from Johnson Mutual Funds
The 6 most viewed Johnson Mutual Funds mutual funds shown here include JIBEX, JENHX, JEQIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Johnson Institutional Intermediate Bond Fund | Intermediate Core Bond | 24 | -0.46% | — | Aug 2000 | JOPPX vs JIBEX | |
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 43 | 7.64% | — | Dec 2005 | JOPPX vs JENHX | |
| Johnson Equity Income Fund | Dividend, Large Cap Blend Equities | 36 | 5.67% | — | Dec 2005 | JOPPX vs JEQIX | |
| Johnson Municipal Income Fund | Municipal Bonds | 55 | -0.41% | — | May 1994 | JOPPX vs JMUNX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 70 | 0.25% | — | Aug 2000 | JOPPX vs JIBDX | |
| Johnson Institutional Core Bond Fund | Intermediate Core Bond | 18 | -0.45% | — | Aug 2000 | JOPPX vs JIBFX |
Often Compared With JOPPX
Investors most often compare JOPPX with BIGTX, WHGMX, AVEMX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JOPPX with Any Fund or Stock
Compare JOPPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JOPPX with funds that move differently
Johnson Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JOPPX.
Explore JOPPX Diversifiers