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 a closer substitute for your current allocation.
Cheapest Alternatives to WOOPX
WOOPX charges 0.84% annually. There are 53 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | WOOPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | WOOPX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | WOOPX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | WOOPX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | WOOPX vs VEMPX |
Best Risk-Adjusted Alternatives to WOOPX
WOOPX has a PortfoliosLab risk / return rank of 7. There are 118 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | WOOPX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | WOOPX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | WOOPX vs GENIX | |
| Hartford Schroders US MidCap Opportunities Fund | 82 | — | Mar 2006 | WOOPX vs SMDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | WOOPX vs FZAMX |
Top Performing WOOPX Alternatives (YTD)
WOOPX is at 8.94% YTD. There are 108 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 38.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 38.67% | — | Jan 2005 | WOOPX vs PFSLX | |
| 13D Activist Fund | 31.49% | — | Dec 2011 | WOOPX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 28.35% | — | Aug 2015 | WOOPX vs FZFLX | |
| Hodges Fund | 26.39% | — | Oct 1992 | WOOPX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 23.49% | — | Aug 2013 | WOOPX vs FZAMX |
Lowest Volatility Alternatives to WOOPX
WOOPX has 16.40% 1-year volatility. There are 72 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.70% | — | Dec 2002 | WOOPX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.74% | — | Jul 1999 | WOOPX vs TLVAX | |
| Boston Trust Midcap Fund | 11.79% | — | — | WOOPX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.91% | — | Aug 2011 | WOOPX vs WAMFX | |
| Victory RS Investors Fund | 12.00% | — | Nov 2005 | WOOPX vs RSINX |
Lowest Drawdown Alternatives to WOOPX
WOOPX has a 1-year max drawdown of -11.37%. There are 96 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | WOOPX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | WOOPX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | WOOPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | WOOPX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | WOOPX vs DNLDX |
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 | WOOPX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 10 | 2.58% | — | Feb 1992 | WOOPX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 10 | 2.45% | — | Feb 1994 | WOOPX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 20 | 3.00% | — | Aug 2018 | WOOPX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 84 | 15.51% | — | Jul 1987 | WOOPX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.17% | — | Dec 2013 | WOOPX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 85 | 1.24% | — | Jun 2014 | WOOPX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 5.18% | — | Sep 1993 | WOOPX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 2.87% | — | Aug 2018 | WOOPX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 11 | 2.01% | — | Oct 1999 | WOOPX vs VHIAX |
Often Compared With WOOPX
Investors most often compare WOOPX with BBSC, JNVSX, BIGTX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WOOPX with Any Fund or Stock
Compare WOOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WOOPX with funds that move differently
JPMorgan SMID Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WOOPX.
Explore WOOPX Diversifiers