JPMorgan Small Cap Equity Fund (VSEAX) Alternatives
JPMorgan Small Cap Equity Fund (VSEAX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VSEAX. 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 VSEAX
VSEAX charges 1.27% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among VSEAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | VSEAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | VSEAX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | VSEAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | VSEAX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | VSEAX vs VSMAX |
Best Risk-Adjusted Alternatives to VSEAX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | VSEAX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | VSEAX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | VSEAX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | VSEAX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | VSEAX vs PRSVX |
Top Performing VSEAX Alternatives (YTD)
VSEAX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | VSEAX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | VSEAX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | VSEAX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | VSEAX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | VSEAX vs RIVSX |
Lowest Volatility Alternatives to VSEAX
VSEAX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | VSEAX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | VSEAX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | VSEAX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | VSEAX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | VSEAX vs CSMDX |
Lowest Drawdown Alternatives to VSEAX
VSEAX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | VSEAX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | VSEAX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | VSEAX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | VSEAX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | VSEAX vs BOSOX |
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 | VSEAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | VSEAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | VSEAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | VSEAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | VSEAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | VSEAX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | VSEAX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | VSEAX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | VSEAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | VSEAX vs VHIAX |
Often Compared With VSEAX
What investors most often compare with VSEAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF | Technology Equities | 67 | -7.34% | Mar 25, 2004 | VSEAX vs VGT | |
| Vanguard Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.92% | Sep 20, 2010 | VSEAX vs VTWO | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | Small Cap Blend Equities | 64 | 1.23% | Nov 16, 2020 | VSEAX vs BBSC | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | VSEAX vs TNVIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | VSEAX vs TISBX |
Compare VSEAX with Any Fund or Stock
Compare VSEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.