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 142 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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | VSEAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | VSEAX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VSEAX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | VSEAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | VSEAX vs VSMAX |
Best Risk-Adjusted Alternatives to VSEAX
VSEAX has a PortfoliosLab risk / return rank of 9. There are 168 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | VSEAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | VSEAX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | VSEAX vs GQSCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | VSEAX vs MOPIX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | VSEAX vs RIVSX |
Top Performing VSEAX Alternatives (YTD)
VSEAX is at 10.14% YTD. There are 163 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.62% | — | Dec 2007 | VSEAX vs PVIVX | |
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | VSEAX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | VSEAX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.11% | — | Apr 1997 | VSEAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 29.96% | — | Apr 1997 | VSEAX vs WESCX |
Lowest Volatility Alternatives to VSEAX
VSEAX has 17.19% 1-year volatility. There are 36 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | VSEAX vs HFCGX | |
| DFA International Small Company Portfolio | 14.33% | 15.72B | Sep 1996 | VSEAX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | VSEAX vs CSMDX | |
| DWS Small Cap Core Fund | 15.05% | — | Jul 2000 | VSEAX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.14% | — | — | VSEAX vs BOSOX |
Lowest Drawdown Alternatives to VSEAX
VSEAX has a 1-year max drawdown of -11.89%. There are 139 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 | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | VSEAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | VSEAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | VSEAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | VSEAX vs DFSCX | |
| 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 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 10 | 2.72% | — | Nov 2010 | VSEAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 10 | 2.58% | — | Feb 1992 | VSEAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 10 | 2.45% | — | Feb 1994 | VSEAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 20 | 3.00% | — | Aug 2018 | VSEAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 84 | 15.51% | — | Jul 1987 | VSEAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.17% | — | Dec 2013 | VSEAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 85 | 1.24% | — | Jun 2014 | VSEAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 5.18% | — | Sep 1993 | VSEAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 2.87% | — | Aug 2018 | VSEAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 11 | 2.01% | — | 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.
Compare VSEAX with Any Fund or Stock
Compare VSEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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