JPMorgan Small Cap Value Fund (PSOPX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PSOPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSOPX
PSOPX charges 0.94% annually. There are 42 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | PSOPX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PSOPX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | PSOPX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PSOPX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PSOPX vs VRTVX |
Best Risk-Adjusted Alternatives to PSOPX
PSOPX has a PortfoliosLab risk / return rank of 83. There are 14 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | PSOPX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | PSOPX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | PSOPX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | PSOPX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | PSOPX vs AVALX |
Top Performing PSOPX Alternatives (YTD)
PSOPX is at 20.92% YTD. There are 29 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | PSOPX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | PSOPX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | PSOPX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | PSOPX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | PSOPX vs WSCVX |
Lowest Volatility Alternatives to PSOPX
PSOPX has 18.23% 1-year volatility. There are 91 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | PSOPX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | PSOPX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | PSOPX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | PSOPX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | PSOPX vs ARSMX |
Lowest Drawdown Alternatives to PSOPX
PSOPX has a 1-year max drawdown of -9.46%. There are 47 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | PSOPX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PSOPX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PSOPX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PSOPX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PSOPX vs TSLTX |
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 | 18 | 6.63% | — | Nov 2010 | PSOPX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | PSOPX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.37% | — | Feb 1994 | PSOPX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.90% | — | Aug 2018 | PSOPX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | PSOPX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | PSOPX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | PSOPX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | PSOPX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | PSOPX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | PSOPX vs VHIAX |
Often Compared With PSOPX
Investors most often compare PSOPX with SWPPX, IS3Q.DE, VTI. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PSOPX with Any Fund or Stock
Compare PSOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSOPX with funds that move differently
JPMorgan Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSOPX.
Explore PSOPX Diversifiers