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 54 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | WOOPX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | WOOPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | WOOPX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | WOOPX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | WOOPX vs VEMPX |
Best Risk-Adjusted Alternatives to WOOPX
WOOPX has a PortfoliosLab risk / return rank of 10. There are 119 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | WOOPX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | WOOPX vs GENIX | |
| Vanguard Strategic Equity Fund | 87 | 12.20B | Aug 1995 | WOOPX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | WOOPX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 83 | — | Oct 2023 | WOOPX vs FTHMX |
Top Performing WOOPX Alternatives (YTD)
WOOPX is at 8.82% YTD. There are 113 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.75% | — | Jan 2005 | WOOPX vs PFSLX | |
| 13D Activist Fund | 30.77% | — | Dec 2011 | WOOPX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.34% | — | Aug 2015 | WOOPX vs FZFLX | |
| Tarkio Fund | 22.55% | — | Jun 2011 | WOOPX vs TARKX | |
| Hodges Fund | 21.87% | — | Oct 1992 | WOOPX vs HDPMX |
Lowest Volatility Alternatives to WOOPX
WOOPX has 16.20% 1-year volatility. There are 70 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.67% | — | Dec 2002 | WOOPX vs GWSAX | |
| Boston Trust Midcap Fund | 11.72% | — | — | WOOPX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | WOOPX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | WOOPX vs WAMFX | |
| Victory RS Investors Fund | 12.01% | — | Nov 2005 | WOOPX vs RSINX |
Lowest Drawdown Alternatives to WOOPX
WOOPX has a 1-year max drawdown of -11.37%. There are 94 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 10 categories.
Often Compared With WOOPX
Investors most often compare WOOPX with BBSC, BIGTX, JNVSX. These 20 comparison targets span 4 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