JPMorgan US Equity Fund Class I (JUESX) 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 JUESX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JUESX
JUESX charges 0.69% annually. There are 201 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JUESX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | JUESX vs VFFSX | |
| Eaton Vance Enhanced Equity Income Fund | 0.01% | — | Oct 2004 | JUESX vs EOI | |
| Fidelity Total Market Index Fund | 0.02% | — | — | JUESX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | JUESX vs FLCPX |
Best Risk-Adjusted Alternatives to JUESX
JUESX has a PortfoliosLab risk / return rank of 16. There are 369 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | JUESX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | JUESX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | JUESX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | JUESX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | JUESX vs POGSX |
Top Performing JUESX Alternatives (YTD)
JUESX is at 2.98% YTD. There are 376 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | JUESX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | JUESX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | JUESX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | JUESX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | JUESX vs IGIAX |
Lowest Volatility Alternatives to JUESX
JUESX has 13.41% 1-year volatility. There are 272 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 | JUESX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | JUESX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | JUESX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | JUESX vs JEPIX | |
| Dimensional Multi-Blend Fund | 9.16% | — | Jan 2013 | JUESX vs DMB |
Lowest Drawdown Alternatives to JUESX
JUESX has a 1-year max drawdown of -11.99%. There are 354 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 | JUESX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JUESX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JUESX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JUESX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | JUESX vs AMFEX |
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 | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 8 | -1.77% | — | Nov 2010 | JUESX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 7 | -1.92% | — | Feb 1992 | JUESX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 7 | -2.05% | — | Feb 1994 | JUESX vs OLGAX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 89 | 15.85% | — | Jul 1987 | JUESX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Equity Hedged | 16 | -1.20% | — | Dec 2013 | JUESX vs JHEQX | |
| JPMorgan Income Fund Class I | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | 87 | 1.12% | — | Jun 2014 | JUESX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 19 | 3.10% | — | Sep 1993 | JUESX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 29 | 3.38% | — | Aug 2018 | JUESX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 8 | -1.70% | — | Oct 1999 | JUESX vs VHIAX | |
| JPMorgan Equity Income Fund | Dividend, Large Cap Value Equities | 88 | 15.72% | — | Jul 1987 | JUESX vs HLIEX |
Often Compared With JUESX
Investors most often compare JUESX with DFAW, DHAMX, FEQHX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare JUESX with Any Fund or Stock
Compare JUESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JUESX with funds that move differently
JPMorgan US Equity Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JUESX.
Explore JUESX Diversifiers