JPMorgan Growth Advantage Fund (JGACX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JGACX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JGACX
JGACX charges 1.54% annually. There are 397 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | JGACX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | JGACX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JGACX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JGACX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | JGACX vs VIGAX |
Best Risk-Adjusted Alternatives to JGACX
JGACX has a PortfoliosLab risk / return rank of 15. There are 283 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | JGACX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | JGACX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | JGACX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | JGACX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | JGACX vs FOCPX |
Top Performing JGACX Alternatives (YTD)
JGACX is at 3.57% YTD. There are 287 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | JGACX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | JGACX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | JGACX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | JGACX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | JGACX vs POGRX |
Lowest Volatility Alternatives to JGACX
JGACX has 16.42% 1-year volatility. There are 185 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | JGACX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | JGACX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | JGACX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | JGACX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | JGACX vs GQEPX |
Lowest Drawdown Alternatives to JGACX
JGACX has a 1-year max drawdown of -15.94%. There are 243 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | JGACX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JGACX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JGACX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JGACX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JGACX vs DNVYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | 6.63% | — | Nov 2010 | JGACX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | JGACX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.37% | — | Feb 1994 | JGACX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.90% | — | Aug 2018 | JGACX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | JGACX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | JGACX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | JGACX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | JGACX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | JGACX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | JGACX vs VHIAX |
Often Compared With JGACX
Investors most often compare JGACX with VOO, VUG, SPY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare JGACX with Any Fund or Stock
Compare JGACX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JGACX with funds that move differently
JPMorgan Growth Advantage Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JGACX.
Explore JGACX Diversifiers