JPMorgan New York Tax Free Bond Fund (VANTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VANTX
VANTX charges 0.95% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among VANTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | VANTX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | VANTX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | VANTX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | VANTX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | VANTX vs FMBIX |
Best Risk-Adjusted Alternatives to VANTX
Among mutual funds in the Municipal Bonds 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 | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | VANTX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | VANTX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | VANTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | VANTX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | VANTX vs USMTX |
Top Performing VANTX Alternatives (YTD)
VANTX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | VANTX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | VANTX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | VANTX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | VANTX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | VANTX vs NQP |
Lowest Volatility Alternatives to VANTX
VANTX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | VANTX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | VANTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | VANTX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | VANTX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | VANTX vs BATVX |
Lowest Drawdown Alternatives to VANTX
VANTX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | VANTX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | VANTX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | VANTX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | VANTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | VANTX vs FHMIX |
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 | VANTX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | VANTX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | VANTX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | VANTX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | VANTX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | VANTX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | VANTX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | VANTX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | VANTX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | VANTX vs VHIAX |
Often Compared With VANTX
What investors most often compare with VANTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Tax-Exempt Bond ETF | Municipal Bonds | 54 | -0.23% | Aug 21, 2015 | VANTX vs VTEB |
Compare VANTX with Any Fund or Stock
Compare VANTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.