JPMorgan U.S. Small Company Fund (JUSSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JUSSX
JUSSX charges 0.81% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among JUSSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | JUSSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | JUSSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | JUSSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | JUSSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | JUSSX vs VSMAX |
Best Risk-Adjusted Alternatives to JUSSX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | JUSSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | JUSSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | JUSSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | JUSSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | JUSSX vs PRSVX |
Top Performing JUSSX Alternatives (YTD)
JUSSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | JUSSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | JUSSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | JUSSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | JUSSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | JUSSX vs RIVSX |
Lowest Volatility Alternatives to JUSSX
JUSSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | JUSSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | JUSSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | JUSSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | JUSSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | JUSSX vs CSMDX |
Lowest Drawdown Alternatives to JUSSX
JUSSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | JUSSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | JUSSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | JUSSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | JUSSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | JUSSX vs BOSOX |
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 | 18 | -11.56% | Nov 30, 2010 | JUSSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JUSSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JUSSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JUSSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JUSSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JUSSX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JUSSX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JUSSX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JUSSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JUSSX vs VHIAX |
Often Compared With JUSSX
What investors most often compare with JUSSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Index Funds S&P 500 Equal Weight | Large Cap Blend Equities | 46 | -7.15% | Mar 9, 2017 | JUSSX vs INDEX | |
| Vanguard S&P Small-Cap 600 Value ETF | Small Cap Value Equities | 62 | 4.51% | Sep 7, 2010 | JUSSX vs VIOV |
Compare JUSSX with Any Fund or Stock
Compare JUSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.