Matthews Japan Fund (MJFOX) belongs to the Japan Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MJFOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MJFOX
MJFOX charges 1.05% annually. There are 5 mutual funds in the Japan Equities category with lower expense ratios, going as low as 0.11%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Japan Stock Index Fund | 0.11% | — | Jun 2021 | MJFOX vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | — | Jan 1986 | MJFOX vs DFJSX | |
| Fidelity Japan Smaller Companies Fund | 0.91% | — | Nov 1995 | MJFOX vs FJSCX | |
| Fidelity Advisor Japan Fund Class Z | 0.96% | — | Oct 2018 | MJFOX vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 1.04% | — | Dec 2010 | MJFOX vs FJPIX |
Best Risk-Adjusted Alternatives to MJFOX
MJFOX has a PortfoliosLab risk / return rank of 29. There are 11 mutual funds in the Japan Equities category with higher risk-adjusted ranks, going as high as 60.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 60 | — | Oct 2018 | MJFOX vs FIQLX | |
| Fidelity Japan Fund | 60 | — | Sep 1992 | MJFOX vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 60 | — | Dec 2010 | MJFOX vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 59 | — | Dec 2010 | MJFOX vs FPJAX | |
| Fidelity Advisor Japan Fund Class M | 59 | — | Dec 2010 | MJFOX vs FJPTX |
Top Performing MJFOX Alternatives (YTD)
MJFOX is at 17.30% YTD. There are 9 mutual funds in the Japan Equities category with higher YTD returns, going as high as 24.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 24.66% | — | Oct 2018 | MJFOX vs FIQLX | |
| Fidelity Japan Fund | 24.63% | — | Sep 1992 | MJFOX vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 24.63% | — | Dec 2010 | MJFOX vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 24.53% | — | Dec 2010 | MJFOX vs FPJAX | |
| Fidelity Advisor Japan Fund Class M | 24.35% | — | Dec 2010 | MJFOX vs FJPTX |
Lowest Volatility Alternatives to MJFOX
MJFOX has 21.93% 1-year volatility. There are 12 mutual funds in the Japan Equities category with lower 1-year volatility, going as low as 16.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Japanese Small Company Portfolio | 16.26% | — | Jan 1986 | MJFOX vs DFJSX | |
| Hennessy Japan Small Cap Fund | 17.40% | — | Aug 2007 | MJFOX vs HJPSX | |
| Commonwealth Japan Fund | 17.68% | — | Jul 1989 | MJFOX vs CNJFX | |
| Fidelity Japan Smaller Companies Fund | 18.50% | — | Nov 1995 | MJFOX vs FJSCX | |
| T. Rowe Price Japan Fund | 18.87% | — | Dec 1991 | MJFOX vs PRJPX |
Lowest Drawdown Alternatives to MJFOX
MJFOX has a 1-year max drawdown of -14.53%. There are 11 mutual funds in the Japan Equities category with shallower 1-year drawdowns, going as shallow as -11.44%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Commonwealth Japan Fund | -11.44% | — | Jul 1989 | MJFOX vs CNJFX | |
| DFA Japanese Small Company Portfolio | -12.53% | — | Jan 1986 | MJFOX vs DFJSX | |
| Fidelity Advisor Japan Fund Class Z | -12.73% | — | Oct 2018 | MJFOX vs FIQLX | |
| Fidelity Japan Fund | -12.74% | — | Sep 1992 | MJFOX vs FJPNX | |
| Fidelity Advisor Japan Fund Class A | -12.75% | — | Dec 2010 | MJFOX vs FPJAX |
Other Mutual Funds from Matthews
The 8 most viewed Matthews mutual funds shown here include MINDX, MSMLX, MCHFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Matthews India Fund | Asia Pacific Equities | 1 | -13.05% | — | Oct 2005 | MJFOX vs MINDX | |
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | 45 | 24.38% | — | Sep 2008 | MJFOX vs MSMLX | |
| Matthews China Fund | China Equities | 15 | -0.58% | — | Feb 1998 | MJFOX vs MCHFX | |
| Matthews Asia Innovators Fund | Asia Pacific Equities | 97 | 64.99% | — | Dec 1999 | MJFOX vs MATFX | |
| Matthews China Small Companies Fund | China Equities | 91 | 39.95% | — | May 2011 | MJFOX vs MCSMX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 92 | 34.83% | — | Sep 1994 | MJFOX vs MAPTX | |
| Matthews Asia ESG Fund | Asia Pacific Equities | 90 | 44.40% | — | Apr 2015 | MJFOX vs MASGX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | 89 | 35.94% | — | Apr 2020 | MJFOX vs MEGMX |
Often Compared With MJFOX
Investors most often compare MJFOX with EWJ, EWJV, CNKY.L. These 6 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares MSCI Japan ETF | Japan Equities | 46 | 15.90% | 21.30B | Mar 1996 | MJFOX vs EWJ | |
| iShares MSCI Japan Value ETF | Japan Equities | 50 | 14.66% | 715.25M | Mar 2019 | MJFOX vs EWJV | |
| iShares Nikkei 225 UCITS ETF (Acc) | Japan Equities | 81 | 31.51% | 529.20M | Jan 2010 | MJFOX vs CNKY.L | |
| Goldman Sachs ActiveBeta Japan Equity ETF | Japan Equities | 41 | 12.45% | 83.15M | Mar 2016 | MJFOX vs GSJY | |
| Fidelity Advisor Japan Fund Class C | Japan Equities | 57 | 24.10% | — | Dec 2010 | MJFOX vs FJPCX | |
| Invesco Semiconductors ETF | Semiconductors, Technology Equities | 97 | 104.95% | 2.64B | Jun 2005 | MJFOX vs PSI |
Compare MJFOX with Any Fund or Stock
Compare MJFOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MJFOX with funds that move differently
Matthews Japan Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MJFOX.
Explore MJFOX Diversifiers