JBALX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to JBALX

JBALX charges 0.96% annually. There are 54 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
IGA	Voya Global Advantage and Premium Opportunity Fund	0.01%	—	Oct 2005	JBALX vs IGA
HGLB	Highland Global Allocation Fund	0.02%	—	Jan 1998	JBALX vs HGLB
LGI	Lazard Global Total Return and Income Fund	0.02%	—	Apr 2004	JBALX vs LGI
GIMFX	GMO Implementation Fund	0.02%	—	Feb 2012	JBALX vs GIMFX
DMO	Dimensional Multi-Asset Fund	0.04%	—	Dec 2009	JBALX vs DMO

Best Risk-Adjusted Alternatives to JBALX

JBALX has a PortfoliosLab risk / return rank of 26. There are 80 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
TIBAX	Thornburg Investment Income Builder Fund	98	—	Dec 2002	JBALX vs TIBAX
GBFFX	GMO Benchmark-Free Fund	97	—	Jun 2011	JBALX vs GBFFX
GBMFX	GMO Benchmark-Free Allocation Fund	97	—	Jul 2003	JBALX vs GBMFX
GIMFX	GMO Implementation Fund	97	—	Feb 2012	JBALX vs GIMFX
PDSYX	Principal Diversified Select Real Asset Fund	97	—	Jul 2019	JBALX vs PDSYX

Top Performing JBALX Alternatives (YTD)

JBALX is at 3.19% YTD. There are 79 mutual funds in the Global Allocation category with higher YTD returns, going as high as 17.63%.

Symbol	Name	YTD Return	AUM	Inception
TIBAX	Thornburg Investment Income Builder Fund	17.63%	—	Dec 2002	JBALX vs TIBAX
WMRIX	Wilmington Real Asset Fund	17.01%	—	Jun 2003	JBALX vs WMRIX
CHW	Calamos Global Dynamic Income Fund	16.29%	—	Jun 2007	JBALX vs CHW
CGO	Calamos Global Total Return Fund	15.69%	—	Oct 2005	JBALX vs CGO
GIMFX	GMO Implementation Fund	15.19%	—	Feb 2012	JBALX vs GIMFX

Lowest Volatility Alternatives to JBALX

JBALX has 9.46% 1-year volatility. There are 47 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.02%.

Symbol	Name	Volatility 1Y	AUM	Inception
PDSYX	Principal Diversified Select Real Asset Fund	3.02%	—	Jul 2019	JBALX vs PDSYX
PFADX	PFG BNY Mellon Diversifier Strategy Fund	4.43%	—	Dec 2017	JBALX vs PFADX
LFMIX	LoCorr Macro Strategies Fund Class I	5.75%	—	Mar 2011	JBALX vs LFMIX
NRIIX	Nuveen Real Asset Income Fund	5.82%	—	Sep 2011	JBALX vs NRIIX
PMFYX	Pioneer Multi-Asset Income Fund	5.96%	—	Dec 2011	JBALX vs PMFYX

Lowest Drawdown Alternatives to JBALX

JBALX has a 1-year max drawdown of -8.12%. There are 57 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PDSYX	Principal Diversified Select Real Asset Fund	-1.98%	—	Jul 2019	JBALX vs PDSYX
LFMIX	LoCorr Macro Strategies Fund Class I	-3.48%	—	Mar 2011	JBALX vs LFMIX
PFADX	PFG BNY Mellon Diversifier Strategy Fund	-3.63%	—	Dec 2017	JBALX vs PFADX
PMFYX	Pioneer Multi-Asset Income Fund	-4.08%	—	Dec 2011	JBALX vs PMFYX
MSTGX	Morningstar Global Income Fund	-4.38%	—	Nov 2018	JBALX vs MSTGX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	8	-1.77%	—	Nov 2010	JBALX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	7	-1.92%	—	Feb 1992	JBALX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	7	-2.05%	—	Feb 1994	JBALX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	31	3.44%	—	Aug 2018	JBALX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	89	15.85%	—	Jul 1987	JBALX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-1.20%	—	Dec 2013	JBALX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	87	1.12%	—	Jun 2014	JBALX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	19	3.10%	—	Sep 1993	JBALX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	29	3.38%	—	Aug 2018	JBALX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	8	-1.70%	—	Oct 1999	JBALX vs VHIAX

Often Compared With JBALX

Investors most often compare JBALX with AICFX, BALFX, WARAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AICFX	The Investment Company of America Class F-1	Large Cap Blend Equities	38	8.11%	—	Jan 1934	JBALX vs AICFX
BALFX	American Funds American Balanced Fund Class F-1	Diversified Portfolio	79	8.18%	—	Mar 2001	JBALX vs BALFX
WARAX	Allspring Absolute Return Fund	Global Allocation	86	12.25%	—	Feb 2012	JBALX vs WARAX
PDRDX	Principal Diversified Real Asset Fund	Global Allocation	87	13.53%	—	Mar 2010	JBALX vs PDRDX
DPREX	Delaware Global Listed Real Assets Fund	Global Allocation	91	9.92%	—	Dec 1995	JBALX vs DPREX
HGIFX	Hartford Core Equity Fund Class F	Large Cap Blend Equities	35	6.83%	—	Apr 1998	JBALX vs HGIFX
MHEIX	MH Elite Income Fund of Funds	Global Allocation	29	1.33%	—	Aug 2011	JBALX vs MHEIX
AAPL	Apple Inc		89	13.84%	—	—	JBALX vs AAPL
PAXWX	Pax Sustainable Allocation Fund	Diversified Portfolio	34	4.77%	—	Aug 1971	JBALX vs PAXWX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	67	10.49%	2.30T	May 2001	JBALX vs VTI
AMBFX	American Funds American Balanced Fund® Class F-2	Diversified Portfolio	80	8.35%	—	Aug 2008	JBALX vs AMBFX
CVLOX	Calamos Global Opportunities Fund	Global Allocation	34	12.04%	—	Sep 1996	JBALX vs CVLOX
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	57	4.88%	123.40B	Jul 1929	JBALX vs VWELX
HRLYX	Hartford Real Asset Fund	Global Allocation	97	14.83%	—	May 2010	JBALX vs HRLYX
VTIVX	Vanguard Target Retirement 2045 Fund	Target Retirement Date, Diversified Portfolio	71	9.10%	121.10B	Oct 2003	JBALX vs VTIVX
GLBIX	Leuthold Global Fund	Global Allocation	86	12.61%	—	Apr 2008	JBALX vs GLBIX
SAWMX	SA Worldwide Moderate Growth Fund	Global Allocation	95	11.46%	—	Jun 2015	JBALX vs SAWMX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	4.51%	—	Dec 1973	JBALX vs GFFFX
TRULX	T. Rowe Price US Large-Cap Core	Large Cap Blend Equities	56	10.16%	—	Jun 2009	JBALX vs TRULX
DODBX	Dodge & Cox Balanced Fund Class I	Diversified Portfolio	67	6.18%	—	Jun 1931	JBALX vs DODBX

Compare JBALX with Any Fund or Stock

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

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Diversifiers

Pair JBALX with funds that move differently

JPMorgan Global Allocation Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JBALX.

Explore JBALX Diversifiers

JPMorgan Global Allocation Fund Class A (JBALX) Alternatives