JPMorgan Large Cap Value Fund (HLQVX) Alternatives
JPMorgan Large Cap Value Fund (HLQVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HLQVX. 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 HLQVX
HLQVX charges 0.69% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HLQVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HLQVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HLQVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HLQVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HLQVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HLQVX vs TILVX |
Best Risk-Adjusted Alternatives to HLQVX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 94 | Mar 2, 2016 | HLQVX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | HLQVX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | HLQVX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | HLQVX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | HLQVX vs NEIMX |
Top Performing HLQVX Alternatives (YTD)
HLQVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | HLQVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | HLQVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | HLQVX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | HLQVX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | HLQVX vs SVAIX |
Lowest Volatility Alternatives to HLQVX
HLQVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | HLQVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | HLQVX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | HLQVX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | HLQVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | HLQVX vs ACIIX |
Lowest Drawdown Alternatives to HLQVX
HLQVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HLQVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HLQVX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | HLQVX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HLQVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HLQVX vs RIDAX |
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 | 25 | -8.48% | Nov 30, 2010 | HLQVX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 24 | -8.55% | Feb 28, 1992 | HLQVX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 23 | -8.59% | Feb 28, 1992 | HLQVX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 24 | -0.51% | Aug 31, 2018 | HLQVX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 48 | 1.64% | Jul 2, 1987 | HLQVX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 34 | -4.94% | Dec 13, 2013 | HLQVX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 31 | -7.67% | Sep 17, 1993 | HLQVX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 95 | -0.17% | Jun 1, 2014 | HLQVX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 22 | -0.48% | Aug 31, 2018 | HLQVX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 34 | -8.66% | Oct 29, 1999 | HLQVX vs VHIAX |
Often Compared With HLQVX
What investors most often compare with HLQVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | HLQVX vs VOO | |
| Vanguard Value ETF | Large Cap Value Equities | 60 | 3.54% | Jan 26, 2004 | HLQVX vs VTV | |
| Vanguard Equity Income Fund Admiral Shares | Large Cap Value Equities | 61 | 1.50% | Aug 13, 2001 | HLQVX vs VEIRX | |
| MFS Value Fund | Large Cap Value Equities | 32 | 1.11% | May 1, 2006 | HLQVX vs MEIKX |
Compare HLQVX with Any Fund or Stock
Compare HLQVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.