Jamestown Equity Fund (JAMEX) Alternatives
Jamestown Equity Fund (JAMEX) 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 JAMEX. 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 JAMEX
JAMEX charges 0.98% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among JAMEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | JAMEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | JAMEX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | JAMEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | JAMEX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | JAMEX vs SSSYX |
Best Risk-Adjusted Alternatives to JAMEX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | JAMEX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | JAMEX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | JAMEX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | JAMEX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | JAMEX vs DHAMX |
Top Performing JAMEX Alternatives (YTD)
JAMEX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | JAMEX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | JAMEX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | JAMEX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | JAMEX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | JAMEX vs RCKSX |
Lowest Volatility Alternatives to JAMEX
JAMEX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | JAMEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | JAMEX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | JAMEX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | JAMEX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | JAMEX vs QUERX |
Lowest Drawdown Alternatives to JAMEX
JAMEX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | JAMEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | JAMEX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | JAMEX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | JAMEX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | JAMEX vs GQEIX |
Often Compared With JAMEX
What investors most often compare with JAMEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | JAMEX vs FXAIX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | JAMEX vs QQQ | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | JAMEX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | JAMEX vs SSEYX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | JAMEX vs VITPX |
Compare JAMEX with Any Fund or Stock
Compare JAMEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.