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 425 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JAVAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | JAVAX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | JAVAX vs FYMIX |
Best Risk-Adjusted Alternatives to JAVAX
JAVAX has a PortfoliosLab risk / return rank of 85. There are 32 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 | 97 | — | Dec 2009 | JAVAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | JAVAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | JAVAX vs AYBLX |
Top Performing JAVAX Alternatives (YTD)
JAVAX is at 12.52% YTD. There are 30 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | JAVAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | JAVAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | JAVAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | JAVAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | JAVAX vs SMIFX |
Lowest Volatility Alternatives to JAVAX
JAVAX has 11.49% 1-year volatility. There are 460 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | JAVAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | JAVAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | JAVAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | JAVAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | JAVAX vs CSTAX |
Lowest Drawdown Alternatives to JAVAX
JAVAX has a 1-year max drawdown of -7.47%. There are 397 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | JAVAX vs FSRKX |
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 | 53 | 18.84% | — | Jul 2010 | JAVAX vs JMCRX | |
| James Balanced: Golden Rainbow Fund | Diversified Portfolio | 76 | 5.39% | — | Jun 1991 | JAVAX vs GLRBX | |
| James Small Cap Fund | Small Cap Value Equities | 65 | 18.86% | — | Oct 1998 | JAVAX vs JASCX |
Often Compared With JAVAX
Investors most often compare JAVAX with DGRW, CONWX, QBDSX. These 18 comparison targets span 3 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