JPMorgan Global Allocation Fund A (GAOAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GAOAX
GAOAX charges 1.04% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among GAOAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | GAOAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | GAOAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | GAOAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | GAOAX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | GAOAX vs VMNVX |
Best Risk-Adjusted Alternatives to GAOAX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | GAOAX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | GAOAX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | GAOAX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | GAOAX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | GAOAX vs GLIFX |
Top Performing GAOAX Alternatives (YTD)
GAOAX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | GAOAX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | GAOAX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | GAOAX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | GAOAX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | GAOAX vs GQRIX |
Lowest Volatility Alternatives to GAOAX
GAOAX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | GAOAX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | GAOAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | GAOAX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | GAOAX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | GAOAX vs GLIFX |
Lowest Drawdown Alternatives to GAOAX
GAOAX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | GAOAX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | GAOAX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | GAOAX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | GAOAX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | GAOAX vs FGIAX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | GAOAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | GAOAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | GAOAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | GAOAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | GAOAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | GAOAX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | GAOAX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | GAOAX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | GAOAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | GAOAX vs VHIAX |
Often Compared With GAOAX
What investors most often compare with GAOAX, 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.