JPMorgan High Yield Fund (OHYFX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OHYFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OHYFX
OHYFX charges 0.65% annually. There are 41 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | OHYFX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | OHYFX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | OHYFX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | OHYFX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | OHYFX vs CRDOX |
Best Risk-Adjusted Alternatives to OHYFX
OHYFX has a PortfoliosLab risk / return rank of 86. There are 51 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | OHYFX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | OHYFX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | OHYFX vs RPHIX | |
| T. Rowe Price Floating Rate Fund | 97 | — | Jul 2011 | OHYFX vs PRFRX | |
| American Beacon SiM High Yield Opportunities Fund ... | 97 | — | Feb 2011 | OHYFX vs SHOYX |
Top Performing OHYFX Alternatives (YTD)
OHYFX is at 1.53% YTD. There are 86 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 8.49% | — | Dec 2014 | OHYFX vs XILSX | |
| Fidelity Capital & Income Fund | 7.39% | — | Nov 1977 | OHYFX vs FAGIX | |
| Fairholme Focused Income Fund | 7.06% | — | Dec 2009 | OHYFX vs FOCIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.77% | — | Oct 2018 | OHYFX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.64% | — | Jul 1995 | OHYFX vs FAHCX |
Lowest Volatility Alternatives to OHYFX
OHYFX has 2.48% 1-year volatility. There are 19 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | OHYFX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | OHYFX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.50% | — | Jul 2014 | OHYFX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | OHYFX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.69% | — | Aug 2002 | OHYFX vs OSTIX |
Lowest Drawdown Alternatives to OHYFX
OHYFX has a 1-year max drawdown of -2.10%. There are 45 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | OHYFX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | OHYFX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | OHYFX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | OHYFX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | OHYFX vs SCFIX |
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 | 12 | 3.47% | — | Nov 2010 | OHYFX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 3.34% | — | Feb 1992 | OHYFX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.23% | — | Feb 1994 | OHYFX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 14 | 0.83% | — | Aug 2018 | OHYFX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 77 | 12.37% | — | Jul 1987 | OHYFX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.65% | — | Dec 2013 | OHYFX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 82 | 1.11% | — | Jun 2014 | OHYFX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 2.87% | — | Sep 1993 | OHYFX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 13 | 0.72% | — | Aug 2018 | OHYFX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 1.86% | — | Oct 1999 | OHYFX vs VHIAX |
Often Compared With OHYFX
Investors most often compare OHYFX with JNBSX, HLIEX, DVY. These 15 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare OHYFX with Any Fund or Stock
Compare OHYFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OHYFX with funds that move differently
JPMorgan High Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OHYFX.
Explore OHYFX Diversifiers