JPMorgan U.S. Small Company Fund (JUSSX) belongs to the Small 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 JUSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JUSSX
JUSSX charges 0.81% annually. There are 53 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | JUSSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | JUSSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | JUSSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | JUSSX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | JUSSX vs TISBX |
Best Risk-Adjusted Alternatives to JUSSX
JUSSX has a PortfoliosLab risk / return rank of 63. There are 57 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | JUSSX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | JUSSX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | JUSSX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | JUSSX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | JUSSX vs WWSIX |
Top Performing JUSSX Alternatives (YTD)
JUSSX is at 19.29% YTD. There are 27 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | JUSSX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | JUSSX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | JUSSX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | JUSSX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | JUSSX vs MOPIX |
Lowest Volatility Alternatives to JUSSX
JUSSX has 18.99% 1-year volatility. There are 130 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | JUSSX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | JUSSX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | JUSSX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | JUSSX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | JUSSX vs BOSOX |
Lowest Drawdown Alternatives to JUSSX
JUSSX has a 1-year max drawdown of -11.02%. There are 118 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | JUSSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | JUSSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | JUSSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | JUSSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | JUSSX vs BIAUX |
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 | 20 | 7.96% | — | Nov 2010 | JUSSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | JUSSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | JUSSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | JUSSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | JUSSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | JUSSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | JUSSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | JUSSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | JUSSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | JUSSX vs VHIAX |
Often Compared With JUSSX
Investors most often compare JUSSX with INDEX, VIOV, WEMMX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JUSSX with Any Fund or Stock
Compare JUSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JUSSX with funds that move differently
JPMorgan U.S. Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JUSSX.
Explore JUSSX Diversifiers