JPECX : JPMorgan Tax Aware Equity Fund Class C

JPECX is a US Stocks Market Large Growth with HIGH fees.

JPECX

JPMorgan Tax Aware Equity Fund Class C

FI Score

38 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

Different Funds

We found 8,019 US Stocks Large Growth funds. Here they are ordered by FI Score.

Compare JPECX vs PQICX

26% FI Score
  • pqicx
  • Mutual Fund
  • Allocation
  • Total World

PIMCO Dividend and Income Fund Class C

Expenses: 2.05% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare JPECX vs IBVAX

26% FI Score
  • ibvax
  • Mutual Fund
  • International Stocks
  • Large Blend

Invesco International Core Equity Fund Class A

Expenses: 1.12% (Better than 0% of similar funds)

This is a bad choice for a Large Blend International Stocks fund. See why »

Compare JPECX vs ADAVX

26% FI Score
  • adavx
  • Mutual Fund
  • Allocation
  • Total World

Aberdeen Dynamic Dividend Fund Class A

Expenses: 1.50% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare JPECX vs CNYCX

26% FI Score
  • cnycx
  • Mutual Fund
  • Bond
  • Municipal Bond

Columbia Strategic New York Municipal Income Fund Class C

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

Compare JPECX vs JOAIX

26% FI Score
  • joaix
  • Mutual Fund
  • International Stocks
  • Asia/Pacific ex-Japan Stock

JOHCM Asia Ex-Japan Equity Fund Class I

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a Asia/Pacific ex-Japan Stock International Stocks fund. See why »

Compare JPECX vs LPRAX

26% FI Score
  • lprax
  • Mutual Fund
  • Allocation
  • Target-Date

BlackRock LifePath® Dynamic Retirement Fund Investor A Shares

Expenses: 1.19% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare JPECX vs MLNIX

26% FI Score
  • mlnix
  • Mutual Fund
  • Allocation
  • Total World

Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio Class I

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare JPECX vs MTGCX

26% FI Score
  • mtgcx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Morgan Stanley Mortgage Securities Trust Class L

Expenses: 1.28% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

Compare JPECX vs MGRLX

26% FI Score
  • mgrlx
  • Mutual Fund
  • Sector Equity
  • Real Estate

Morgan Stanley Institutional Fund, Inc. Global Real Estate Portfolio Class L

Expenses: 1.85% (Better than 0% of similar funds)

This is a bad choice for a Real Estate Sector Equity fund. See why »

Compare JPECX vs PHEAX

26% FI Score
  • pheax
  • Mutual Fund
  • Bond
  • International

PGIM Global Total Return (USD Hedged) Fund- Class A

Expenses: 0.88% (Better than 0% of similar funds)

This is a bad choice for a International Bond fund. See why »

Compare JPECX vs JFIGX

26% FI Score
  • jfigx
  • Mutual Fund
  • Bond
  • High Yield Bond

John Hancock Funds Floating Rate Income Fund Class C

Expenses: 1.81% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare JPECX vs BXTAX

26% FI Score
  • bxtax
  • Mutual Fund
  • Bond
  • High Yield Bond

Barings Diversified Income Fund Class A

Expenses: 0.79% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare JPECX vs BXIYX

26% FI Score
  • bxiyx
  • Mutual Fund
  • Bond
  • High Yield Bond

Barings Global Credit Income Opportunities Fund Class Y

Expenses: 0.95% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare JPECX vs BPLEX

26% FI Score
  • bplex
  • Mutual Fund
  • Alternatives
  • Short

Boston Partners Long/Short Equity Fund Investor Class

Expenses: 2.92% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why »

Compare JPECX vs SMSNX

26% FI Score
  • smsnx
  • Mutual Fund
  • Bond
  • High Yield Bond

Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class I

Expenses: 0.83% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare JPECX vs TFGPX

26% FI Score
  • tfgpx
  • Mutual Fund
  • Bond
  • Total US Bond Market

American Beacon TwentyFour Strategic Income Fund Investor Class

Expenses: 1.09% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

Compare JPECX vs POBCX

26% FI Score
  • pobcx
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Funds Portfolio Optimization Moderate-Conservative Fund Class C

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare JPECX vs WFOFX

26% FI Score
  • wfofx
  • Mutual Fund
  • Allocation
  • Target-Date

Wells Fargo Target 2040 Fund - Class C

Expenses: 1.39% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare JPECX vs BGVAX

25% FI Score
  • bgvax
  • Mutual Fund
  • Bond
  • Government Bond

Sterling Capital Intermediate U.S. Government Fund Class A

Expenses: 0.81% (Better than 0% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

Compare JPECX vs VLHYX

25% FI Score
  • vlhyx
  • Mutual Fund
  • Bond
  • Municipal Bond

Value Line Tax-Exempt Fund

Expenses: 0.87% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2026   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo