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 109 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 | |
|---|---|---|---|---|---|
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | JPVRX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | JPVRX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | JPVRX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | JPVRX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | JPVRX vs FSOSX |
Best Risk-Adjusted Alternatives to JPVRX
JPVRX has a PortfoliosLab risk / return rank of 75. There are 37 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | JPVRX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | JPVRX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | JPVRX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | JPVRX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | JPVRX vs THOIX |
Top Performing JPVRX Alternatives (YTD)
JPVRX is at 10.79% YTD. There are 229 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | JPVRX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | JPVRX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | JPVRX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | JPVRX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | JPVRX vs FISZX |
Lowest Volatility Alternatives to JPVRX
JPVRX has 14.08% 1-year volatility. There are 91 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | JPVRX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | JPVRX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | JPVRX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | JPVRX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | JPVRX vs FAOIX |
Lowest Drawdown Alternatives to JPVRX
JPVRX has a 1-year max drawdown of -11.02%. There are 100 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 | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | JPVRX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | JPVRX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | JPVRX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | JPVRX vs FAOIX | |
| 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 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 | JPVRX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | JPVRX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.37% | — | Feb 1994 | JPVRX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.90% | — | Aug 2018 | JPVRX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | JPVRX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | JPVRX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | JPVRX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | JPVRX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | JPVRX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | JPVRX vs VHIAX |
Often Compared With JPVRX
Investors most often compare JPVRX with KGIIX, TBGVX, EPDIX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kopernik International Fund | Foreign Large Cap Equities | 53 | 4.07% | — | Jun 2015 | JPVRX vs KGIIX | |
| Tweedy, Browne International Value Fund | Foreign Large Cap Equities | 46 | 10.22% | — | Jun 1993 | JPVRX vs TBGVX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 75 | 8.07% | — | Jan 2014 | JPVRX vs EPDIX | |
| AB International Strategic Equities Portfolio | Foreign Large Cap Equities | 86 | 23.36% | — | Dec 2015 | JPVRX vs STEZX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 74 | 7.93% | — | Jan 2014 | JPVRX vs EPDPX | |
| SA International Value Fund | Foreign Large Cap Equities | 88 | 11.15% | — | Aug 1999 | JPVRX vs SAHMX | |
| DFA World ex U.S. Value Portfolio Fund | Foreign Large Cap Equities | 89 | 16.20% | — | Aug 2010 | JPVRX vs DFWVX |
Compare JPVRX with Any Fund or Stock
Compare JPVRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore JPVRX Diversifiers