JPDIX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to JPDIX

JPDIX charges 0.59% annually. There are 7 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
HPS	John Hancock Preferred Income Fund III	0.01%	—	Jun 2003	JPDIX vs HPS
HPI	John Hancock Preferred Income Fund	0.01%	—	Aug 2002	JPDIX vs HPI
HPF	John Hancock Preferred Income Fund II	0.01%	—	Jan 2005	JPDIX vs HPF
JPC	Nuveen Preferred and Income Opportunities Fund	0.01%	—	Mar 2003	JPDIX vs JPC
LDP	Cohen and Steers Limited Duration Preferred and In...	0.01%	—	May 2012	JPDIX vs LDP

Best Risk-Adjusted Alternatives to JPDIX

JPDIX has a PortfoliosLab risk / return rank of 74. There are 8 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	89	—	Apr 2011	JPDIX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	JPDIX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	JPDIX vs LPXZX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	81	—	May 2010	JPDIX vs CPXIX
CICVX	Calamos Convertible Fund	78	—	Jun 1997	JPDIX vs CICVX

Top Performing JPDIX Alternatives (YTD)

JPDIX is at 1.84% YTD. There are 25 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 20.86%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	20.86%	—	Jun 1997	JPDIX vs CICVX
CCVIX	Calamos Convertible Fund	20.71%	—	Jun 1985	JPDIX vs CCVIX
FCVSX	Fidelity Convertible Securities Fund	17.33%	—	Jan 1987	JPDIX vs FCVSX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	16.96%	—	Oct 2018	JPDIX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	16.91%	—	Feb 2009	JPDIX vs FICVX

Lowest Volatility Alternatives to JPDIX

JPDIX has 2.85% 1-year volatility. There are 6 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.87%	—	Nov 2015	JPDIX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.11%	—	Apr 2011	JPDIX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	JPDIX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	JPDIX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.42%	—	Apr 2002	JPDIX vs PPSIX

Lowest Drawdown Alternatives to JPDIX

JPDIX has a 1-year max drawdown of -2.92%. There are 3 mutual funds in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	JPDIX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	JPDIX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	JPDIX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	JPDIX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	JPDIX vs CPXIX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	10	3.92%	—	Nov 2010	JPDIX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	10	3.79%	—	Feb 1992	JPDIX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	10	3.65%	—	Feb 1994	JPDIX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	20	2.63%	—	Aug 2018	JPDIX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	87	15.51%	—	Jul 1987	JPDIX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Hedge Fund	16	-0.69%	—	Dec 2013	JPDIX vs JHEQX
JMSIX	JPMorgan Income Fund	Multisector Bonds	88	1.48%	—	Jun 2014	JPDIX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	25	6.03%	—	Sep 1993	JPDIX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	18	2.58%	—	Aug 2018	JPDIX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	12	3.53%	—	Oct 1999	JPDIX vs VHIAX

Often Compared With JPDIX

Investors most often compare JPDIX with JPIE, PFD, FPF. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JPIE	JPMorgan Income ETF	Multisector Bonds	95	1.97%	9.91B	Oct 2021	JPDIX vs JPIE
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	0.87%	—	Jan 1991	JPDIX vs PFD
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	8	1.62%	—	Apr 2009	JPDIX vs FPF
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	58	14.39%	—	—	JPDIX vs LBFFX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	73	2.33%	—	Apr 2015	JPDIX vs PFINX
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	6	3.65%	—	—	JPDIX vs PTA
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	62	14.40%	—	Mar 2003	JPDIX vs NCV
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	64	16.81%	—	Feb 2009	JPDIX vs FACVX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	66	0.47%	—	Jan 2011	JPDIX vs FPEIX
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	14	3.41%	—	Dec 2021	JPDIX vs NPFD
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	13	2.71%	—	—	JPDIX vs PSF
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	62	16.59%	—	Feb 2009	JPDIX vs FTCVX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	16	1.09%	—	Feb 1992	JPDIX vs PFO
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	75	1.04%	—	Dec 2006	JPDIX vs NPSRX
FPFD	Fidelity Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	54	0.96%	81.24M	Jun 2021	JPDIX vs FPFD
ORDNX	North Square Preferred and Income Securities Fund	Large Cap Blend Equities	69	1.88%	—	Jun 2013	JPDIX vs ORDNX
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	31	1.97%	2.45B	May 2018	JPDIX vs PFFA

Compare JPDIX with Any Fund or Stock

Compare JPDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair JPDIX with funds that move differently

JPMorgan Preferred and Income Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JPDIX.

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JPMorgan Preferred and Income Securities Fund (JPDIX) Alternatives