James Aggressive Allocation Fund (JAVAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JAVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JAVAX
JAVAX charges 1.01% annually. There are 426 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | JAVAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JAVAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JAVAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JAVAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JAVAX vs BWBIX |
Best Risk-Adjusted Alternatives to JAVAX
JAVAX has a PortfoliosLab risk / return rank of 74. There are 128 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | JAVAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JAVAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JAVAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JAVAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JAVAX vs FSRRX |
Top Performing JAVAX Alternatives (YTD)
JAVAX is at 11.23% YTD. There are 41 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | JAVAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JAVAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JAVAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JAVAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JAVAX vs BRUFX |
Lowest Volatility Alternatives to JAVAX
JAVAX has 11.96% 1-year volatility. There are 465 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | JAVAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JAVAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JAVAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JAVAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JAVAX vs CSTAX |
Lowest Drawdown Alternatives to JAVAX
JAVAX has a 1-year max drawdown of -7.47%. There are 396 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | JAVAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JAVAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JAVAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JAVAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JAVAX vs CSTAX |
Other Mutual Funds from James Advantage
The 3 most viewed James Advantage mutual funds shown here include JMCRX, GLRBX, JASCX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| James Micro Cap Fund | Small Cap Value Equities | 68 | 20.14% | — | Jul 2010 | JAVAX vs JMCRX | |
| James Balanced: Golden Rainbow Fund | Diversified Portfolio | 70 | 5.13% | — | Jun 1991 | JAVAX vs GLRBX | |
| James Small Cap Fund | Small Cap Value Equities | 76 | 20.05% | — | Oct 1998 | JAVAX vs JASCX |
Often Compared With JAVAX
Investors most often compare JAVAX with DGRW, PUDZX, FYMIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare JAVAX with Any Fund or Stock
Compare JAVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JAVAX with funds that move differently
James Aggressive Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JAVAX.
Explore JAVAX Diversifiers