JPMorgan Global Allocation Fund A (GAOAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GAOAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GAOAX
GAOAX charges 1.04% annually. There are 148 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | GAOAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | GAOAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | GAOAX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | GAOAX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | GAOAX vs UCEQX |
Best Risk-Adjusted Alternatives to GAOAX
GAOAX has a PortfoliosLab risk / return rank of 24. There are 187 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | GAOAX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | GAOAX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | GAOAX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | GAOAX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | GAOAX vs EPSYX |
Top Performing GAOAX Alternatives (YTD)
GAOAX is at 3.29% YTD. There are 223 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | GAOAX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | GAOAX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | GAOAX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | GAOAX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | GAOAX vs PGVFX |
Lowest Volatility Alternatives to GAOAX
GAOAX has 10.74% 1-year volatility. There are 23 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | GAOAX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | GAOAX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | GAOAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | GAOAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | GAOAX vs SVTAX |
Lowest Drawdown Alternatives to GAOAX
GAOAX has a 1-year max drawdown of -8.95%. There are 46 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | GAOAX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | GAOAX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | GAOAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | GAOAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | GAOAX vs SGMAX |
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 GAOAX
Investors most often compare GAOAX with DFIVX, GBOSX, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare GAOAX with Any Fund or Stock
Compare GAOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GAOAX with funds that move differently
JPMorgan Global Allocation Fund A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GAOAX.
Explore GAOAX Diversifiers