JPMorgan Tax Aware Real Return Fund (TXRIX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TXRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TXRIX
TXRIX charges 0.49% annually. There are 141 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | TXRIX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | TXRIX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | TXRIX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | TXRIX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | TXRIX vs FMBIX |
Best Risk-Adjusted Alternatives to TXRIX
TXRIX has a PortfoliosLab risk / return rank of 78. There are 76 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | TXRIX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | TXRIX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | TXRIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | TXRIX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | TXRIX vs ATOIX |
Top Performing TXRIX Alternatives (YTD)
TXRIX is at 1.91% YTD. There are 112 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | TXRIX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | TXRIX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | TXRIX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | TXRIX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | TXRIX vs MIY |
Lowest Volatility Alternatives to TXRIX
TXRIX has 2.14% 1-year volatility. There are 112 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | TXRIX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | TXRIX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | TXRIX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | TXRIX vs USMSX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | TXRIX vs DFSMX |
Lowest Drawdown Alternatives to TXRIX
TXRIX has a 1-year max drawdown of -2.21%. There are 94 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | TXRIX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | TXRIX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | TXRIX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | TXRIX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | TXRIX vs TFCYX |
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 | 20 | 7.96% | — | Nov 2010 | TXRIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | TXRIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | TXRIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | TXRIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | TXRIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | TXRIX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | TXRIX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | TXRIX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | TXRIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | TXRIX vs VHIAX |
Often Compared With TXRIX
Investors most often compare TXRIX with BSNSX, TAXX, DMREX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare TXRIX with Any Fund or Stock
Compare TXRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TXRIX with funds that move differently
JPMorgan Tax Aware Real Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TXRIX.
Explore TXRIX Diversifiers