JAMEX Alternatives & Similar Mutual Funds

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 301 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	JAMEX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	JAMEX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	JAMEX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	JAMEX vs FLCPX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	35.20B	May 2001	JAMEX vs VITPX

Best Risk-Adjusted Alternatives to JAMEX

JAMEX has a PortfoliosLab risk / return rank of 62. There are 152 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
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	JAMEX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	JAMEX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	JAMEX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	JAMEX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	JAMEX vs IGIAX

Top Performing JAMEX Alternatives (YTD)

JAMEX is at 8.73% YTD. There are 232 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	JAMEX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	JAMEX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	JAMEX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	JAMEX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	JAMEX vs FLVCX

Lowest Volatility Alternatives to JAMEX

JAMEX has 12.35% 1-year volatility. There are 107 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	JAMEX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	JAMEX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	JAMEX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	JAMEX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	JAMEX vs FSUVX

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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	JAMEX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	JAMEX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	JAMEX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	JAMEX vs AUEIX
QUERX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	65	9.79%	—	Feb 1988	JAMEX vs FXAIX
QQQ	Invesco QQQ ETF	Nasdaq-100	59	16.45%	493.17B	Mar 1999	JAMEX vs QQQ
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	51	11.33%	—	Nov 2019	JAMEX vs FNSTX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.87%	—	Mar 2025	JAMEX vs FGJEX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	4	2.66%	—	Jan 2021	JAMEX vs NWAUX
POGSX	Pin Oak Equity	Large Cap Blend Equities	87	16.85%	—	Aug 1992	JAMEX vs POGSX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	29	9.77%	—	Nov 1988	JAMEX vs MUHLX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	JAMEX vs YFSIX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	53	7.79%	—	Sep 2022	JAMEX vs FEQHX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	51	7.79%	—	—	JAMEX vs SGOIX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	9.78%	—	Aug 2014	JAMEX vs SSEYX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	4	2.94%	—	Sep 2018	JAMEX vs GQEIX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	63	10.47%	—	Jan 1990	JAMEX vs PAGDX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	64	10.60%	—	Jan 1990	JAMEX vs PAGRX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	—	—	—	Jul 2012	JAMEX vs AFNIX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	86	26.78%	—	Dec 2019	JAMEX vs ALSMX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	65	9.78%	—	Sep 2014	JAMEX vs SSSYX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	91	24.16%	—	Dec 2011	JAMEX vs DHAMX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	53	10.75%	—	Sep 2005	JAMEX vs DFIEX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	78	9.66%	—	Dec 2012	JAMEX vs FGLGX

Compare JAMEX with Any Fund or Stock

Compare JAMEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Jamestown Equity Fund (JAMEX) Alternatives