JPMorgan Small Cap Value Fund (PSOPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PSOPX
PSOPX charges 0.94% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among PSOPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | PSOPX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | PSOPX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PSOPX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | PSOPX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | PSOPX vs VSMVX |
Best Risk-Adjusted Alternatives to PSOPX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | PSOPX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | PSOPX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | PSOPX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | PSOPX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | PSOPX vs MMEYX |
Top Performing PSOPX Alternatives (YTD)
PSOPX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | PSOPX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | PSOPX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | PSOPX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | PSOPX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | PSOPX vs MMEYX |
Lowest Volatility Alternatives to PSOPX
PSOPX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | PSOPX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | PSOPX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | PSOPX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | PSOPX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | PSOPX vs TASCX |
Lowest Drawdown Alternatives to PSOPX
PSOPX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | PSOPX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | PSOPX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | PSOPX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | PSOPX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | PSOPX vs JMCRX |
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 | PSOPX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | PSOPX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | PSOPX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | PSOPX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | PSOPX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | PSOPX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | PSOPX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | PSOPX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | PSOPX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | PSOPX vs VHIAX |
Often Compared With PSOPX
What investors most often compare with PSOPX, 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.