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 207 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% | — | — | JUESX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JUESX vs VSTSX | |
| 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 27. There are 336 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | JUESX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | JUESX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | JUESX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | JUESX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | JUESX vs IGIAX |
Top Performing JUESX Alternatives (YTD)
JUESX is at 4.50% YTD. There are 344 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | JUESX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | JUESX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | JUESX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | JUESX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | JUESX vs FLVCX |
Lowest Volatility Alternatives to JUESX
JUESX has 13.07% 1-year volatility. There are 272 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | JUESX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | JUESX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | JUESX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | JUESX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | JUESX vs FSUVX |
Lowest Drawdown Alternatives to JUESX
JUESX has a 1-year max drawdown of -11.99%. There are 361 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | JUESX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | JUESX vs ORDNX | |
| 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 |
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 | JUESX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | JUESX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.37% | — | Feb 1994 | JUESX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.90% | — | Aug 2018 | JUESX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | JUESX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | JUESX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | JUESX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | JUESX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | JUESX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | JUESX vs VHIAX |
Often Compared With JUESX
Investors most often compare JUESX with DMB, DFAW, DHAMX. These 20 comparison targets span 4 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