JPMorgan Diversified Fund (JPDVX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JPDVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JPDVX
JPDVX charges 0.60% annually. There are 231 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | JPDVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JPDVX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JPDVX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | JPDVX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | JPDVX vs FYMIX |
Best Risk-Adjusted Alternatives to JPDVX
JPDVX has a PortfoliosLab risk / return rank of 30. There are 486 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | JPDVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JPDVX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | JPDVX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | JPDVX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | JPDVX vs AYBLX |
Top Performing JPDVX Alternatives (YTD)
JPDVX is at 4.12% YTD. There are 426 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | JPDVX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | JPDVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | JPDVX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | JPDVX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | JPDVX vs SMIFX |
Lowest Volatility Alternatives to JPDVX
JPDVX has 9.40% 1-year volatility. There are 359 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | JPDVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | JPDVX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | JPDVX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | JPDVX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | JPDVX vs CSTAX |
Lowest Drawdown Alternatives to JPDVX
JPDVX has a 1-year max drawdown of -8.08%. There are 438 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | JPDVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JPDVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JPDVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JPDVX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | JPDVX vs FSRKX |
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 | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | 6.63% | — | Nov 2010 | JPDVX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | JPDVX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.37% | — | Feb 1994 | JPDVX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.90% | — | Aug 2018 | JPDVX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | JPDVX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | JPDVX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | JPDVX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | JPDVX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | JPDVX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | JPDVX vs VHIAX |
Often Compared With JPDVX
Investors most often compare JPDVX with FSIRX, FIQDX, BWBIX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 86 | 6.58% | — | Sep 2005 | JPDVX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 88 | 6.68% | — | Oct 2018 | JPDVX vs FIQDX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 14 | 1.98% | — | Dec 2017 | JPDVX vs BWBIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 82 | 6.09% | — | Sep 2005 | JPDVX vs FCSRX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 87 | 6.54% | — | Sep 2005 | JPDVX vs FSRRX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 82 | 12.91% | — | Dec 2019 | JPDVX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 85 | 6.49% | — | Sep 2005 | JPDVX vs FSRTX | |
| Disciplined Growth Investors Fund | Diversified Portfolio | 29 | 14.54% | — | Aug 2011 | JPDVX vs DGIFX |
Compare JPDVX with Any Fund or Stock
Compare JPDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JPDVX with funds that move differently
JPMorgan Diversified Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JPDVX.
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