JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) 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 JPPEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JPPEX
JPPEX charges 0.64% annually. There are 35 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | JPPEX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | JPPEX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | JPPEX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | JPPEX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | JPPEX vs FSMAX |
Best Risk-Adjusted Alternatives to JPPEX
JPPEX has a PortfoliosLab risk / return rank of 31. There are 95 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 | JPPEX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | JPPEX vs GENIX | |
| Vanguard Strategic Equity Fund | 88 | 12.20B | Aug 1995 | JPPEX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | JPPEX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 82 | — | Oct 2023 | JPPEX vs FTHMX |
Top Performing JPPEX Alternatives (YTD)
JPPEX is at 10.54% YTD. There are 103 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 | JPPEX vs PFSLX | |
| 13D Activist Fund | 28.42% | — | Dec 2011 | JPPEX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.12% | — | Aug 2015 | JPPEX vs FZFLX | |
| Hodges Fund | 22.63% | — | Oct 1992 | JPPEX vs HDPMX | |
| Tarkio Fund | 22.38% | — | Jun 2011 | JPPEX vs TARKX |
Lowest Volatility Alternatives to JPPEX
JPPEX has 12.58% 1-year volatility. There are 6 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 | JPPEX vs GWSAX | |
| Boston Trust Midcap Fund | 11.76% | — | — | JPPEX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | JPPEX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | JPPEX vs WAMFX | |
| Victory RS Investors Fund | 12.03% | — | Nov 2005 | JPPEX vs RSINX |
Lowest Drawdown Alternatives to JPPEX
JPPEX has a 1-year max drawdown of -8.21%. There are 21 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 | JPPEX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | JPPEX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | JPPEX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | JPPEX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | JPPEX vs DNLDX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With JPPEX
Investors most often compare JPPEX with VIIIX, VO, SPY. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JPPEX with Any Fund or Stock
Compare JPPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JPPEX with funds that move differently
JPMorgan Mid Cap Equity Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JPPEX.
Explore JPPEX Diversifiers