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 a closer substitute for your current allocation.
Cheapest Alternatives to JAMEX
JAMEX charges 0.98% annually. There are 295 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | JAMEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JAMEX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | JAMEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | JAMEX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.00B | May 1997 | JAMEX vs SWPPX |
Best Risk-Adjusted Alternatives to JAMEX
JAMEX has a PortfoliosLab risk / return rank of 81. There are 36 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | JAMEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | JAMEX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | JAMEX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | JAMEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | JAMEX vs GTLOX |
Top Performing JAMEX Alternatives (YTD)
JAMEX is at 11.79% YTD. There are 97 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | JAMEX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | JAMEX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | JAMEX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | JAMEX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | JAMEX vs IGIAX |
Lowest Volatility Alternatives to JAMEX
JAMEX has 11.77% 1-year volatility. There are 105 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | JAMEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | JAMEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | JAMEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | JAMEX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | JAMEX vs FULVX |
Lowest Drawdown Alternatives to JAMEX
JAMEX has a 1-year max drawdown of -9.11%. There are 197 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | JAMEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | JAMEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JAMEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JAMEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JAMEX vs QUERX |
Often Compared With JAMEX
Investors most often compare JAMEX with FXAIX, QQQ, FNSTX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare JAMEX with Any Fund or Stock
Compare JAMEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JAMEX with funds that move differently
Jamestown Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JAMEX.
Explore JAMEX Diversifiers