JPMorgan U.S. Equity Fund R6 (JUEMX) Alternatives
JPMorgan U.S. Equity Fund R6 (JUEMX) belongs to the Large 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 JUEMX. 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 JUEMX
JUEMX charges 0.44% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among JUEMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | JUEMX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | JUEMX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | JUEMX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | JUEMX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | Jul 24, 2017 | JUEMX vs WBREOX |
Best Risk-Adjusted Alternatives to JUEMX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 94 | Nov 12, 2001 | JUEMX vs VPMAX | |
| Pin Oak Equity | 92 | Aug 3, 1992 | JUEMX vs POGSX | |
| First Eagle Overseas Fund Class I | 92 | — | JUEMX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 91 | Jan 2, 1990 | JUEMX vs PAGRX | |
| DFA International Core Equity Portfolio I | 90 | Sep 15, 2005 | JUEMX vs DFIEX |
Top Performing JUEMX Alternatives (YTD)
JUEMX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Global Fund | 9.95% | Jan 30, 2017 | JUEMX vs YFSIX | |
| GQG Partners US Select Quality Equity Fund | 9.61% | Sep 28, 2018 | JUEMX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.49% | Jan 24, 2021 | JUEMX vs NWAUX | |
| Muhlenkamp Fund | 9.11% | Nov 1, 1988 | JUEMX vs MUHLX | |
| Pin Oak Equity | 8.02% | Aug 3, 1992 | JUEMX vs POGSX |
Lowest Volatility Alternatives to JUEMX
JUEMX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.66% | Jun 28, 2013 | JUEMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | JUEMX vs SVPFX | |
| Fidelity Hedged Equity Fund | 11.04% | Sep 8, 2022 | JUEMX vs FEQHX | |
| Fidelity Advisor Growth & Income Fund Class Z | 11.08% | Mar 20, 2025 | JUEMX vs FGJEX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | JUEMX vs QUERX |
Lowest Drawdown Alternatives to JUEMX
JUEMX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | JUEMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | JUEMX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | JUEMX vs FEQHX | |
| GQG Partners US Select Quality Equity Fund | -8.30% | Sep 28, 2018 | JUEMX vs GQEIX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | JUEMX vs FNSTX |
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 | 25 | -8.48% | Nov 30, 2010 | JUEMX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 24 | -8.55% | Feb 28, 1992 | JUEMX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 23 | -8.59% | Feb 28, 1992 | JUEMX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 24 | -0.51% | Aug 31, 2018 | JUEMX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 48 | 1.64% | Jul 2, 1987 | JUEMX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 34 | -4.94% | Dec 13, 2013 | JUEMX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 95 | -0.17% | Jun 1, 2014 | JUEMX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 22 | -0.48% | Aug 31, 2018 | JUEMX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 34 | -8.66% | Oct 29, 1999 | JUEMX vs VHIAX | |
| JPMorgan U.S. Equity Fund | Large Cap Blend Equities | 31 | -7.68% | Sep 17, 1993 | JUEMX vs JMUEX |
Often Compared With JUEMX
What investors most often compare with JUEMX, based on PortfoliosLab usage data.
Compare JUEMX with Any Fund or Stock
Compare JUEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.