VSEAX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to VSEAX

VSEAX charges 1.27% annually. There are 143 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011	VSEAX vs FSSNX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.03%	188.20B	Jul 1997	VSEAX vs VSCIX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	VSEAX vs VSCPX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.55B	May 1997	VSEAX vs SWSSX
VTMSX	Vanguard Tax-Managed Small-Cap Fund Admiral Shares	0.05%	11.50B	Mar 1999	VSEAX vs VTMSX

Best Risk-Adjusted Alternatives to VSEAX

VSEAX has a PortfoliosLab risk / return rank of 14. There are 170 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
GQSCX	Glenmede Quantitative U.S. Small Cap Equity Portfo...	95	—	Nov 2017	VSEAX vs GQSCX
WWSIX	Keeley Small Cap Fund Class Institutional	95	—	Apr 1997	VSEAX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	95	—	Apr 1997	VSEAX vs WESCX
IPSIX	Voya Index Plus SmallCap Portfolio	92	—	Dec 1997	VSEAX vs IPSIX
RIVSX	River Oak Discovery Fund	92	—	Jun 2005	VSEAX vs RIVSX

Top Performing VSEAX Alternatives (YTD)

VSEAX is at 10.36% YTD. There are 165 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.

Symbol	Name	YTD Return	AUM	Inception
PVIVX	Paradigm Micro-cap Fund	34.02%	—	Dec 2007	VSEAX vs PVIVX
RYOTX	Royce Micro Cap Series Fund	33.94%	—	Dec 1991	VSEAX vs RYOTX
RIVSX	River Oak Discovery Fund	30.67%	—	Jun 2005	VSEAX vs RIVSX
WWSIX	Keeley Small Cap Fund Class Institutional	29.05%	—	Apr 1997	VSEAX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	28.85%	—	Apr 1997	VSEAX vs WESCX

Lowest Volatility Alternatives to VSEAX

VSEAX has 17.05% 1-year volatility. There are 38 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.

Symbol	Name	Volatility 1Y	AUM	Inception
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.39%	—	Feb 2017	VSEAX vs CSMDX
DFISX	DFA International Small Company Portfolio	14.43%	16.04B	Sep 1996	VSEAX vs DFISX
HFCGX	Hennessy Cornerstone Growth Fund	14.57%	—	Nov 1996	VSEAX vs HFCGX
FTHSX	FullerThaler Behavioral Small-Cap Equity Fund Clas...	14.89%	—	Sep 2011	VSEAX vs FTHSX
FTHNX	Fuller & Thaler Behavioral Small-Cap Equity Fund	14.91%	—	Sep 2011	VSEAX vs FTHNX

Lowest Drawdown Alternatives to VSEAX

VSEAX has a 1-year max drawdown of -11.89%. There are 140 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
IPSIX	Voya Index Plus SmallCap Portfolio	-7.63%	—	Dec 1997	VSEAX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	VSEAX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	3.10B	Apr 2006	VSEAX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	7.86B	Dec 1981	VSEAX vs DFSCX
SSCDX	Sit Small Cap Dividend Growth Fund	-8.22%	—	Mar 2015	VSEAX vs SSCDX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	6	-1.09%	—	Nov 2010	VSEAX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	6	-1.23%	—	Feb 1992	VSEAX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	6	-1.37%	—	Feb 1994	VSEAX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	28	3.73%	—	Aug 2018	VSEAX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	91	16.82%	—	Jul 1987	VSEAX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-0.72%	—	Dec 2013	VSEAX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	81	1.12%	—	Jun 2014	VSEAX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	17	3.84%	—	Sep 1993	VSEAX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	27	3.67%	—	Aug 2018	VSEAX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	7	-1.08%	—	Oct 1999	VSEAX vs VHIAX

Often Compared With VSEAX

Investors most often compare VSEAX with BBSC, VGT, VTWO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETF	Small Cap Blend Equities	86	22.80%	696.05M	Nov 2020	VSEAX vs BBSC
VGT	Vanguard Information Technology ETF	Technology Equities	60	22.47%	169.20B	Mar 2004	VSEAX vs VGT
VTWO	Vanguard Russell 2000 ETF	Small Cap Blend Equities	85	20.92%	18.60B	Sep 2010	VSEAX vs VTWO
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	76	18.31%	—	Nov 2014	VSEAX vs TNVIX
SSLCX	DWS Small Cap Core Fund	Small Cap Blend Equities	27	11.16%	—	Jul 2000	VSEAX vs SSLCX
JCMAX	JPMorgan Mid Cap Equity Fund Class A	Mid Cap Blend Equities	28	9.96%	—	Nov 2009	VSEAX vs JCMAX
JEMSX	JPMorgan Emerging Markets Equity Fund Class I	Emerging Markets Equities	77	23.76%	—	—	VSEAX vs JEMSX
AUERX	Auer Growth Fund	Small Cap Blend Equities	90	13.58%	—	Dec 2007	VSEAX vs AUERX
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	82	28.61%	—	Dec 2001	VSEAX vs HASCX
VSIEX	JPMorgan International Equity Fund	Foreign Large Cap Equities	34	9.89%	—	Dec 1996	VSEAX vs VSIEX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	78	12.18%	2.30T	May 2001	VSEAX vs VTI
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	76	18.89%	—	Oct 2002	VSEAX vs TISBX
WOBDX	JPMorgan Core Bond Fund	Intermediate Core Bond	16	-0.61%	—	May 1991	VSEAX vs WOBDX
AZBIX	Virtus Small-Cap Fund	Small Cap Blend Equities	77	19.04%	—	Jul 2013	VSEAX vs AZBIX
JMUEX	JPMorgan U.S. Equity Fund	Large Cap Blend Equities	17	3.77%	—	Sep 1993	VSEAX vs JMUEX
ICSH	iShares Ultra Short Duration Bond Active ETF	Ultrashort Bond	99	2.07%	8.14B	Dec 2013	VSEAX vs ICSH
BOSOX	Boston Trust Small Cap Fund	Small Cap Blend Equities	29	13.93%	—	—	VSEAX vs BOSOX
CAMSX	Cambiar Small Cap Fund	Small Cap Blend Equities	65	19.11%	—	Aug 2004	VSEAX vs CAMSX
PRSVX	T. Rowe Price Small-Cap Value Fund	Small Cap Blend Equities	84	19.47%	—	Jun 1988	VSEAX vs PRSVX
WEMMX	TETON Westwood Mighty Mites Fund	Small Cap Blend Equities	80	25.38%	—	May 1998	VSEAX vs WEMMX

Compare VSEAX with Any Fund or Stock

Compare VSEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair VSEAX with funds that move differently

JPMorgan Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSEAX.

Explore VSEAX Diversifiers

JPMorgan Small Cap Equity Fund (VSEAX) Alternatives