JPMorgan Preferred and Income Securities Fund (JPDIX) Alternatives
JPMorgan Preferred and Income Securities Fund (JPDIX) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JPDIX. 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 JPDIX
JPDIX charges 0.59% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among JPDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| John Hancock Preferred Income Fund III | 0.01% | Jun 19, 2003 | JPDIX vs HPS | |
| John Hancock Preferred Income Fund II | 0.01% | Jan 1, 2005 | JPDIX vs HPF | |
| John Hancock Preferred Income Fund | 0.01% | Aug 27, 2002 | JPDIX vs HPI | |
| Nuveen Preferred and Income Opportunities Fund | 0.01% | Mar 26, 2003 | JPDIX vs JPC | |
| Cohen and Steers Limited Duration Preferred and In... | 0.01% | May 1, 2012 | JPDIX vs LDP |
Best Risk-Adjusted Alternatives to JPDIX
Among mutual funds in the Preferred Stock/Convertible Bonds 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 | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 90 | — | JPDIX vs LBFFX | |
| Cohen & Steers Low Duration Preferred and Income F... | 90 | Nov 29, 2015 | JPDIX vs LPXZX | |
| Nuveen Preferred Securities & Income Fund | 90 | Dec 18, 2006 | JPDIX vs NPSRX | |
| Cohen & Steers Preferred Securities and Income SMA... | 89 | Feb 28, 2019 | JPDIX vs PISHX | |
| Principal Capital Securities Fund | 88 | Mar 13, 2014 | JPDIX vs PCSFX |
Top Performing JPDIX Alternatives (YTD)
JPDIX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 1.71% | — | JPDIX vs LBFFX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.40% | Oct 2, 2018 | JPDIX vs FIQVX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.37% | Feb 19, 2009 | JPDIX vs FICVX | |
| Fidelity Convertible Securities Fund | 1.37% | Jan 5, 1987 | JPDIX vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.33% | Feb 19, 2009 | JPDIX vs FACVX |
Lowest Volatility Alternatives to JPDIX
JPDIX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | 2.23% | Nov 29, 2015 | JPDIX vs LPXZX | |
| Principal Capital Securities Fund | 2.66% | Mar 13, 2014 | JPDIX vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 2.80% | Apr 11, 2011 | JPDIX vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | 2.86% | Apr 30, 2002 | JPDIX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | 3.16% | May 2, 2010 | JPDIX vs CPXIX |
Lowest Drawdown Alternatives to JPDIX
JPDIX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | -2.14% | Nov 29, 2015 | JPDIX vs LPXZX | |
| Principal Capital Securities Fund | -2.97% | Mar 13, 2014 | JPDIX vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | -3.05% | Apr 11, 2011 | JPDIX vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | -3.18% | Apr 30, 2002 | JPDIX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | -3.26% | May 2, 2010 | JPDIX vs CPXIX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | JPDIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JPDIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JPDIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JPDIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JPDIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JPDIX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JPDIX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JPDIX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JPDIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JPDIX vs VHIAX |
Often Compared With JPDIX
What investors most often compare with JPDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Income ETF | Multisector Bonds | 96 | 0.41% | Oct 28, 2021 | JPDIX vs JPIE | |
| First Trust Intermediate Duration Preferred and In... | Preferred Stock/Convertible Bonds | 14 | -4.04% | Apr 1, 2009 | JPDIX vs FPF | |
| PIMCO Preferred and Capital Securities Fund | Preferred Stock/Convertible Bonds | 82 | -0.89% | Apr 12, 2015 | JPDIX vs PFINX |
Compare JPDIX with Any Fund or Stock
Compare JPDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.