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 a closer substitute for your current allocation.
Cheapest Alternatives to HLQVX
HLQVX charges 0.69% annually. There are 117 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | HLQVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HLQVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | HLQVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | HLQVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | HLQVX vs VVIAX |
Best Risk-Adjusted Alternatives to HLQVX
HLQVX has a PortfoliosLab risk / return rank of 44. There are 219 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | HLQVX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | HLQVX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | HLQVX vs VALAX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | HLQVX vs SABTX | |
| Fidelity SAI U.S. Value Index Fund | 94 | — | Dec 2017 | HLQVX vs FSWCX |
Top Performing HLQVX Alternatives (YTD)
HLQVX is at 7.10% YTD. There are 229 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.71% | — | May 1997 | HLQVX vs YAFFX | |
| PIMCO RAE US Fund | 24.12% | — | Jun 2015 | HLQVX vs PKAIX | |
| Al Frank Fund | 22.82% | — | May 2006 | HLQVX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.68% | — | Jun 2022 | HLQVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.19% | — | Jun 2005 | HLQVX vs PXTIX |
Lowest Volatility Alternatives to HLQVX
HLQVX has 12.25% 1-year volatility. There are 248 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.95% | — | Sep 2017 | HLQVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | HLQVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.15% | — | Dec 1973 | HLQVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.04% | — | Feb 1996 | HLQVX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class M | 8.04% | — | Feb 1996 | HLQVX vs FALGX |
Lowest Drawdown Alternatives to HLQVX
HLQVX has a 1-year max drawdown of -9.31%. There are 273 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | HLQVX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HLQVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HLQVX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | HLQVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HLQVX vs SVAIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | 7.21% | — | Nov 2010 | HLQVX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | 7.09% | — | Feb 1992 | HLQVX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.98% | — | Feb 1992 | HLQVX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | 0.03% | — | Aug 2018 | HLQVX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 60 | 10.14% | — | Jul 1987 | HLQVX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.88% | — | Dec 2013 | HLQVX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 79 | 1.23% | — | Jun 2014 | HLQVX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 30 | 5.61% | — | Sep 1993 | HLQVX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.01% | — | Aug 2018 | HLQVX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 20 | 6.42% | — | Oct 1999 | HLQVX vs VHIAX |
Often Compared With HLQVX
Investors most often compare HLQVX with VEIRX, VTV, VOO. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HLQVX with Any Fund or Stock
Compare HLQVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HLQVX with funds that move differently
JPMorgan Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLQVX.
Explore HLQVX Diversifiers