James Aggressive Allocation Fund (JAVAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JAVAX
JAVAX charges 1.01% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among JAVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | JAVAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | JAVAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | JAVAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | JAVAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | JAVAX vs BWBIX |
Best Risk-Adjusted Alternatives to JAVAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | JAVAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | JAVAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | JAVAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | JAVAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | JAVAX vs PMAIX |
Top Performing JAVAX Alternatives (YTD)
JAVAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | JAVAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | JAVAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | JAVAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | JAVAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | JAVAX vs CONWX |
Lowest Volatility Alternatives to JAVAX
JAVAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | JAVAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | JAVAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | JAVAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | JAVAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | JAVAX vs SICIX |
Lowest Drawdown Alternatives to JAVAX
JAVAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | JAVAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | JAVAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | JAVAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | JAVAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | JAVAX vs SICIX |
Other Mutual Funds from James Advantage
Most popular James Advantage mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| James Micro Cap Fund | Small Cap Value Equities | 47 | 3.38% | Jul 1, 2010 | JAVAX vs JMCRX | |
| James Balanced: Golden Rainbow Fund | Diversified Portfolio | 79 | -2.31% | Jun 30, 1991 | JAVAX vs GLRBX | |
| James Small Cap Fund | Small Cap Value Equities | 51 | 1.60% | Oct 2, 1998 | JAVAX vs JASCX |
Often Compared With JAVAX
What investors most often compare with JAVAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WisdomTree U.S. Dividend Growth Fund | Large Cap Growth Equities, Dividend | 49 | -1.50% | May 22, 2013 | JAVAX vs DGRW | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | JAVAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | JAVAX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | JAVAX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | JAVAX vs EKBAX |
Compare JAVAX with Any Fund or Stock
Compare JAVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.