JPVRX Alternatives & Similar Mutual Funds

JPMorgan Developed International Value Fund Class R5 (JPVRX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JPVRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to JPVRX

JPVRX charges 0.65% annually. There are 113 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	JPVRX vs FHLFX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	JPVRX vs FSGEX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	JPVRX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	JPVRX vs FIGSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	JPVRX vs FINVX

Best Risk-Adjusted Alternatives to JPVRX

JPVRX has a PortfoliosLab risk / return rank of 92. There are 11 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	97	—	Jul 1998	JPVRX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	JPVRX vs SAHMX
PTSIX	PIMCO RAE PLUS International Fund	95	—	Sep 2011	JPVRX vs PTSIX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	JPVRX vs VIHAX
DFVIX	DFA International Value III Portfolio	94	—	Feb 1995	JPVRX vs DFVIX

Top Performing JPVRX Alternatives (YTD)

JPVRX is at 17.27% YTD. There are 28 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	23.03%	—	Dec 2004	JPVRX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	22.05%	—	Jul 1998	JPVRX vs GTMIX
SWRLX	Touchstone International Equity Fund	21.39%	—	Mar 1993	JPVRX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	21.36%	—	Jun 2006	JPVRX vs GIOTX
FISZX	Fidelity SAI International SMA Completion Fund	20.57%	—	Apr 2019	JPVRX vs FISZX

Lowest Volatility Alternatives to JPVRX

JPVRX has 14.12% 1-year volatility. There are 84 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOAX	Fidelity Advisor Overseas Fund Class A	7.67%	—	Sep 1996	JPVRX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	7.67%	—	Nov 1997	JPVRX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.68%	—	Feb 2017	JPVRX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	7.69%	—	Apr 1990	JPVRX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.69%	—	Jul 1995	JPVRX vs FAOIX

Lowest Drawdown Alternatives to JPVRX

JPVRX has a 1-year max drawdown of -11.02%. There are 101 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	JPVRX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	JPVRX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	JPVRX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	JPVRX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	JPVRX vs FAOAX

Other Mutual Funds from JPMorgan

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	8	-1.77%	—	Nov 2010	JPVRX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	7	-1.92%	—	Feb 1992	JPVRX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	7	-2.05%	—	Feb 1994	JPVRX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	31	3.44%	—	Aug 2018	JPVRX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	89	15.85%	—	Jul 1987	JPVRX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-1.20%	—	Dec 2013	JPVRX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	87	1.12%	—	Jun 2014	JPVRX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	19	3.10%	—	Sep 1993	JPVRX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	29	3.38%	—	Aug 2018	JPVRX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	8	-1.70%	—	Oct 1999	JPVRX vs VHIAX

Often Compared With JPVRX

Investors most often compare JPVRX with TIVFX, JIJIX, TBGVX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	52	17.03%	—	Aug 1994	JPVRX vs TIVFX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	26	12.26%	—	May 2019	JPVRX vs JIJIX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	80	14.34%	—	Jun 1993	JPVRX vs TBGVX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	87	9.59%	—	Jan 2014	JPVRX vs EPDIX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	66	5.87%	—	Jun 2015	JPVRX vs KGIIX
STEZX	AB International Strategic Equities Portfolio	Foreign Large Cap Equities	78	16.79%	—	Dec 2015	JPVRX vs STEZX
THOIX	Thornburg Global Opportunities Fund	Foreign Large Cap Equities	89	10.91%	—	Jul 2006	JPVRX vs THOIX
CIGIX	Calamos International Growth Fund	Foreign Large Cap Equities	29	16.59%	—	Mar 2005	JPVRX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	Foreign Large Cap Equities	33	16.95%	—	Jun 2021	JPVRX vs LIAGX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	86	9.36%	—	Jan 2014	JPVRX vs EPDPX
DFWVX	DFA World ex U.S. Value Portfolio Fund	Foreign Large Cap Equities	90	15.97%	—	Aug 2010	JPVRX vs DFWVX
QFVOX	Pear Tree Polaris Foreign Value Fund	Foreign Large Cap Equities	88	19.24%	—	May 1998	JPVRX vs QFVOX

Compare JPVRX with Any Fund or Stock

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

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Diversifiers

Pair JPVRX with funds that move differently

JPMorgan Developed International Value Fund Class R5 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JPVRX.

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JPMorgan Developed International Value Fund Class R5 (JPVRX) Alternatives