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 a closer substitute for your current allocation.
Cheapest Alternatives to JUEMX
JUEMX charges 0.44% annually. There are 114 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | JUEMX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | JUEMX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | JUEMX vs VIIIX |
Best Risk-Adjusted Alternatives to JUEMX
JUEMX has a PortfoliosLab risk / return rank of 23. There are 344 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | JUEMX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | JUEMX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | JUEMX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | JUEMX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | JUEMX vs GTLOX |
Top Performing JUEMX Alternatives (YTD)
JUEMX is at 6.03% YTD. There are 349 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | JUEMX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | JUEMX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | JUEMX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | JUEMX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | JUEMX vs RESGX |
Lowest Volatility Alternatives to JUEMX
JUEMX has 13.05% 1-year volatility. There are 264 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | JUEMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | JUEMX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | JUEMX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | JUEMX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | JUEMX vs JEPIX |
Lowest Drawdown Alternatives to JUEMX
JUEMX has a 1-year max drawdown of -11.90%. There are 351 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | JUEMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | JUEMX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JUEMX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JUEMX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JUEMX vs QUERX |
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 | 13 | 5.06% | — | Nov 2010 | JUEMX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.91% | — | Feb 1992 | JUEMX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 4.78% | — | Feb 1994 | JUEMX vs OLGAX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 82 | 15.35% | — | Jul 1987 | JUEMX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.75% | — | Dec 2013 | JUEMX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | JUEMX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.94% | — | Aug 2018 | JUEMX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | JUEMX vs VHIAX | |
| JPMorgan Equity Income Fund | Large Cap Value Equities | 81 | 15.21% | — | Jul 1987 | JUEMX vs HLIEX | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 19 | 0.11% | — | May 1991 | JUEMX vs WOBDX |
Often Compared With JUEMX
Investors most often compare JUEMX with FXAIX, VOO, ^GSPC. These 20 comparison targets span 8 categories, 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.
Pair JUEMX with funds that move differently
JPMorgan U.S. Equity Fund R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JUEMX.
Explore JUEMX Diversifiers