JPMorgan Global Allocation Fund Class A (JBALX) Alternatives
JPMorgan Global Allocation Fund Class A (JBALX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JBALX. 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 JBALX
JBALX charges 0.96% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among JBALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Voya Global Advantage and Premium Opportunity Fund | 0.01% | Oct 26, 2005 | JBALX vs IGA | |
| Highland Global Allocation Fund | 0.02% | Jan 5, 1998 | JBALX vs HGLB | |
| Lazard Global Total Return and Income Fund | 0.02% | Apr 28, 2004 | JBALX vs LGI | |
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | JBALX vs GIMFX | |
| Dimensional Multi-Asset Fund | 0.04% | Dec 11, 2009 | JBALX vs DMO |
Best Risk-Adjusted Alternatives to JBALX
Among mutual funds in the Global Allocation 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 | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | JBALX vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | JBALX vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | JBALX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | JBALX vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | JBALX vs GIMFX |
Top Performing JBALX Alternatives (YTD)
JBALX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | JBALX vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | JBALX vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | JBALX vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | JBALX vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | JBALX vs PDRDX |
Lowest Volatility Alternatives to JBALX
JBALX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | JBALX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | JBALX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | JBALX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | JBALX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | JBALX vs NRIIX |
Lowest Drawdown Alternatives to JBALX
JBALX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | JBALX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | JBALX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | JBALX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | JBALX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | JBALX vs PDSYX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | JBALX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JBALX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JBALX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JBALX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JBALX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JBALX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JBALX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JBALX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JBALX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JBALX vs VHIAX |
Often Compared With JBALX
What investors most often compare with JBALX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund | Diversified Portfolio | 81 | -2.88% | Mar 15, 2001 | JBALX vs BALFX | |
| The Investment Company of America Class F-1 | Large Cap Blend Equities | 47 | -7.72% | Jan 2, 1934 | JBALX vs AICFX |
Compare JBALX with Any Fund or Stock
Compare JBALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.