JPMorgan SMID Cap Equity Fund (WOOPX) Alternatives
JPMorgan SMID Cap Equity Fund (WOOPX) belongs to the Mid 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 WOOPX. 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 WOOPX
WOOPX charges 0.84% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among WOOPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | WOOPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | WOOPX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | WOOPX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | WOOPX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | WOOPX vs SWMCX |
Best Risk-Adjusted Alternatives to WOOPX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 93 | — | WOOPX vs MISIX | |
| Paradigm Select Fund | 86 | Jan 3, 2005 | WOOPX vs PFSLX | |
| Tarkio Fund | 82 | Jun 28, 2011 | WOOPX vs TARKX | |
| Gabelli Value 25 Fund | 82 | Sep 29, 1989 | WOOPX vs GABVX | |
| The Texas Fund | 74 | Sep 17, 2013 | WOOPX vs BIGTX |
Top Performing WOOPX Alternatives (YTD)
WOOPX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Paradigm Select Fund | 11.83% | Jan 3, 2005 | WOOPX vs PFSLX | |
| Ave Maria Value Fund | 9.67% | May 1, 2001 | WOOPX vs AVEMX | |
| The Texas Fund | 9.34% | Sep 17, 2013 | WOOPX vs BIGTX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 7.81% | Aug 12, 2015 | WOOPX vs FZFLX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 6.17% | Dec 26, 2018 | WOOPX vs FTSIX |
Lowest Volatility Alternatives to WOOPX
WOOPX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | WOOPX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | WOOPX vs LLSCX | |
| Victory RS Investors Fund | 15.83% | Nov 15, 2005 | WOOPX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.91% | Jul 14, 1999 | WOOPX vs TLVAX | |
| Gabelli Focused Growth and Income Fund | 16.07% | Dec 31, 2002 | WOOPX vs GWSAX |
Lowest Drawdown Alternatives to WOOPX
WOOPX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | WOOPX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | WOOPX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | WOOPX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | WOOPX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | WOOPX vs KMVAX |
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 | 25 | -8.48% | Nov 30, 2010 | WOOPX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 24 | -8.55% | Feb 28, 1992 | WOOPX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 23 | -8.59% | Feb 28, 1992 | WOOPX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 24 | -0.51% | Aug 31, 2018 | WOOPX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 48 | 1.64% | Jul 2, 1987 | WOOPX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 34 | -4.94% | Dec 13, 2013 | WOOPX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 31 | -7.67% | Sep 17, 1993 | WOOPX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 95 | -0.17% | Jun 1, 2014 | WOOPX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 22 | -0.48% | Aug 31, 2018 | WOOPX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 34 | -8.66% | Oct 29, 1999 | WOOPX vs VHIAX |
Often Compared With WOOPX
What investors most often compare with WOOPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | Small Cap Blend Equities | 61 | 1.77% | Nov 16, 2020 | WOOPX vs BBSC | |
| Vanguard Russell 2000 ETF | Small Cap Blend Equities | 65 | 1.54% | Sep 20, 2010 | WOOPX vs VTWO | |
| Gotham Enhanced Return Fund | Mid Cap Blend Equities | 73 | -0.61% | May 31, 2013 | WOOPX vs GENIX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 6 | -4.35% | Jul 21, 1983 | WOOPX vs GTSGX | |
| Fidelity Advisor Mid Cap II Fund Class C | Mid Cap Blend Equities | 49 | 1.10% | Aug 12, 2004 | WOOPX vs FIICX | |
| Fidelity Advisor Mid Cap II Fund Class Z | Mid Cap Blend Equities | 54 | 1.33% | Aug 13, 2013 | WOOPX vs FZAMX |
Compare WOOPX with Any Fund or Stock
Compare WOOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.