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 54 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 Shares | 0.03% | 188.20B | Jul 1997 | JUSSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | JUSSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | JUSSX vs SWSSX | |
| 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 73. There are 83 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | JUSSX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | JUSSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | JUSSX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | JUSSX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | JUSSX vs RIVSX |
Top Performing JUSSX Alternatives (YTD)
JUSSX is at 19.40% YTD. There are 73 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | JUSSX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | JUSSX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | JUSSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | JUSSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | JUSSX vs WESCX |
Lowest Volatility Alternatives to JUSSX
JUSSX has 19.44% 1-year volatility. There are 138 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | JUSSX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | JUSSX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | JUSSX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | JUSSX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | JUSSX vs FTHNX |
Lowest Drawdown Alternatives to JUSSX
JUSSX has a 1-year max drawdown of -11.02%. There are 120 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% | 3.10B | Apr 2006 | JUSSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | 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 10 categories.
Often Compared With JUSSX
Investors most often compare JUSSX with INDEX, VIOV, MOPIX. These 18 comparison targets span 4 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