JPMorgan New York Tax Free Bond Fund (VANTX) 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 VANTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VANTX
VANTX charges 0.95% annually. There are 439 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 | VANTX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VANTX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | VANTX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | VANTX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | VANTX vs FSMUX |
Best Risk-Adjusted Alternatives to VANTX
Among 477 mutual funds in the Municipal Bonds category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | VANTX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | VANTX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | VANTX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | VANTX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | VANTX vs TFCYX |
Top Performing VANTX Alternatives (YTD)
Among 478 mutual funds in the Municipal Bonds category with YTD return data, the top-performing alternatives shown here go as high as 11.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.94% | — | Apr 1998 | VANTX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 7.21% | — | Oct 1992 | VANTX vs MIY | |
| Nuveen New York AMT Free Quality Municipal Income | 7.15% | — | Nov 2002 | VANTX vs NRK | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.40% | 12.30B | Sep 1994 | VANTX vs VTMFX | |
| AllianceBernstein National Municipal Income Fund | 3.80% | — | Nov 2001 | VANTX vs AFB |
Lowest Volatility Alternatives to VANTX
Among 479 mutual funds in the Municipal Bonds category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | VANTX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | VANTX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | VANTX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | VANTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.65% | — | May 2016 | VANTX vs USMTX |
Lowest Drawdown Alternatives to VANTX
Among 478 mutual funds in the Municipal Bonds category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | VANTX vs BATVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | VANTX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | VANTX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | VANTX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | VANTX vs DFSMX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With VANTX
Investors most often compare VANTX with VTEB, APUSX, NUV. These 13 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare VANTX with Any Fund or Stock
Compare VANTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VANTX with funds that move differently
JPMorgan New York Tax Free Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VANTX.
Explore VANTX Diversifiers