Johnson Opportunity Fund (JOPPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JOPPX
JOPPX charges 1.00% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among JOPPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | JOPPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | JOPPX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | JOPPX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | JOPPX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | JOPPX vs VEMPX |
Best Risk-Adjusted Alternatives to JOPPX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | JOPPX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | JOPPX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | JOPPX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | JOPPX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | JOPPX vs BIGTX |
Top Performing JOPPX Alternatives (YTD)
JOPPX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | JOPPX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | JOPPX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | JOPPX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | JOPPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | JOPPX vs FTSIX |
Lowest Volatility Alternatives to JOPPX
JOPPX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | JOPPX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | JOPPX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | JOPPX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | JOPPX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | JOPPX vs GABVX |
Lowest Drawdown Alternatives to JOPPX
JOPPX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | JOPPX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | JOPPX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | JOPPX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | JOPPX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | JOPPX vs KMVAX |
Other Mutual Funds from Johnson Mutual Funds
Most popular Johnson Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Johnson Equity Income Fund | Large Cap Blend Equities | 18 | -4.34% | Dec 30, 2005 | JOPPX vs JEQIX | |
| Johnson Institutional Intermediate Bond Fund | Intermediate Core Bond | 81 | -0.38% | Aug 31, 2000 | JOPPX vs JIBEX | |
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 34 | -8.74% | Dec 30, 2005 | JOPPX vs JENHX | |
| Johnson Institutional Core Bond Fund | Intermediate Core Bond | 47 | -0.55% | Aug 31, 2000 | JOPPX vs JIBFX | |
| Johnson Municipal Income Fund | Municipal Bonds | 24 | -1.36% | May 15, 1994 | JOPPX vs JMUNX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 97 | -0.14% | Aug 31, 2000 | JOPPX vs JIBDX |
Compare JOPPX with Any Fund or Stock
Compare JOPPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.