JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JPPEX
JPPEX charges 0.64% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among JPPEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | JPPEX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | JPPEX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | JPPEX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | JPPEX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | JPPEX vs VMCIX |
Best Risk-Adjusted Alternatives to JPPEX
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 | — | JPPEX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | JPPEX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | JPPEX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | JPPEX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | JPPEX vs BIGTX |
Top Performing JPPEX Alternatives (YTD)
JPPEX 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 | JPPEX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | JPPEX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | JPPEX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | JPPEX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | JPPEX vs FTSIX |
Lowest Volatility Alternatives to JPPEX
JPPEX 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 | JPPEX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | JPPEX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | JPPEX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | JPPEX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | JPPEX vs GABVX |
Lowest Drawdown Alternatives to JPPEX
JPPEX 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 | JPPEX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | JPPEX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | JPPEX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | JPPEX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | JPPEX vs KMVAX |
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 | JPPEX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JPPEX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JPPEX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JPPEX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JPPEX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JPPEX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JPPEX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JPPEX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JPPEX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JPPEX vs VHIAX |
Often Compared With JPPEX
What investors most often compare with JPPEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Pl... | Large Cap Blend Equities | 46 | -7.06% | Jul 7, 1997 | JPPEX vs VIIIX | |
| Vanguard Mid-Cap ETF | Mid Cap Growth Equities | 46 | -0.68% | Jan 26, 2004 | JPPEX vs VO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | JPPEX vs SPY | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | JPPEX vs IWM | |
| Invesco S&P 500® High Beta ETF | S&P 500 | 88 | -0.67% | May 5, 2011 | JPPEX vs SPHB | |
| Victory Sycamore Established Value Fund Class R6 | Mid Cap Value Equities | 20 | 2.91% | Aug 16, 1983 | JPPEX vs VEVRX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | JPPEX vs GTSGX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | JPPEX vs FZFLX |
Compare JPPEX with Any Fund or Stock
Compare JPPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.