JPMorgan Research Enhanced Equity Fund Class R6 (AGRDX) belongs to the Large 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 AGRDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AGRDX
AGRDX charges 0.25% annually. There are 73 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AGRDX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AGRDX vs VSTSX | |
| Eaton Vance Enhanced Equity Income Fund | 0.01% | — | Oct 2004 | AGRDX vs EOI | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AGRDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AGRDX vs FLCPX |
Best Risk-Adjusted Alternatives to AGRDX
AGRDX has a PortfoliosLab risk / return rank of 14. There are 375 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | AGRDX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | AGRDX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | AGRDX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | AGRDX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | AGRDX vs RCKSX |
Top Performing AGRDX Alternatives (YTD)
AGRDX is at 2.68% YTD. There are 384 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | AGRDX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | AGRDX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | AGRDX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | AGRDX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | AGRDX vs IGIAX |
Lowest Volatility Alternatives to AGRDX
AGRDX has 17.50% 1-year volatility. There are 383 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | AGRDX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | AGRDX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | AGRDX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | AGRDX vs JEPIX | |
| Dimensional Multi-Blend Fund | 9.15% | — | Jan 2013 | AGRDX vs DMB |
Lowest Drawdown Alternatives to AGRDX
AGRDX has a 1-year max drawdown of -16.55%. There are 393 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | AGRDX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AGRDX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AGRDX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AGRDX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | AGRDX vs AMFEX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 6 | -1.09% | — | Nov 2010 | AGRDX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 6 | -1.23% | — | Feb 1992 | AGRDX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 6 | -1.37% | — | Feb 1994 | AGRDX vs OLGAX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 91 | 16.82% | — | Jul 1987 | AGRDX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Equity Hedged | 16 | -0.72% | — | Dec 2013 | AGRDX vs JHEQX | |
| JPMorgan Income Fund Class I | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | 81 | 1.12% | — | Jun 2014 | AGRDX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 17 | 3.84% | — | Sep 1993 | AGRDX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 27 | 3.67% | — | Aug 2018 | AGRDX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 7 | -1.08% | — | Oct 1999 | AGRDX vs VHIAX | |
| JPMorgan Equity Income Fund | Dividend, Large Cap Value Equities | 90 | 16.66% | — | Jul 1987 | AGRDX vs HLIEX |
Often Compared With AGRDX
Investors most often compare AGRDX with FEQHX, FXAIX, FGJEX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare AGRDX with Any Fund or Stock
Compare AGRDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AGRDX with funds that move differently
JPMorgan Research Enhanced Equity Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AGRDX.
Explore AGRDX Diversifiers