JPMorgan Income Fund Class A (JGIAX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JGIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JGIAX
JGIAX charges 0.65% annually. There are 22 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | JGIAX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | JGIAX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | JGIAX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | JGIAX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | JGIAX vs MOFIX |
Best Risk-Adjusted Alternatives to JGIAX
JGIAX has a PortfoliosLab risk / return rank of 78. There are 19 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | JGIAX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | JGIAX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | JGIAX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | JGIAX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | JGIAX vs CBLDX |
Top Performing JGIAX Alternatives (YTD)
JGIAX is at 1.01% YTD. There are 48 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.02% | — | Jan 2011 | JGIAX vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.03% | — | May 2016 | JGIAX vs LFLIX | |
| Eaton Vance Strategic Income Fund Class I | 2.49% | — | Jan 1998 | JGIAX vs ETSIX | |
| Eaton Vance Strategic Income Fund Class I | 2.48% | — | Apr 2009 | JGIAX vs ESIIX | |
| Nationwide Amundi Strategic Income Fund | 2.37% | — | Nov 2015 | JGIAX vs NWXHX |
Lowest Volatility Alternatives to JGIAX
JGIAX has 2.45% 1-year volatility. There are 16 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.19% | — | Nov 2015 | JGIAX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | JGIAX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.30% | — | Jul 2016 | JGIAX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.40% | — | Jan 2018 | JGIAX vs CBLDX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | JGIAX vs RFXIX |
Lowest Drawdown Alternatives to JGIAX
JGIAX has a 1-year max drawdown of -1.62%. There are 12 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | JGIAX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | JGIAX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | JGIAX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | JGIAX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | JGIAX vs BWDTX |
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 | 17 | 6.80% | — | Nov 2010 | JGIAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | 6.67% | — | Feb 1992 | JGIAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 16 | 6.55% | — | Feb 1994 | JGIAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.97% | — | Aug 2018 | JGIAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 77 | 12.33% | — | Jul 1987 | JGIAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.57% | — | Dec 2013 | JGIAX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 30 | 5.65% | — | Sep 1993 | JGIAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | JGIAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 16 | 4.67% | — | Oct 1999 | JGIAX vs VHIAX | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 21 | 0.55% | — | May 1991 | JGIAX vs WOBDX |
Often Compared With JGIAX
Investors most often compare JGIAX with JMUEX, CRMVX, CBRDX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan U.S. Equity Fund | Large Cap Blend Equities | 30 | 5.61% | — | Sep 1993 | JGIAX vs JMUEX | |
| Potomac Managed Volatility Fund | Multisector Bonds | 55 | 2.01% | — | Jun 2020 | JGIAX vs CRMVX | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 58 | 0.16% | — | Jun 2021 | JGIAX vs CBRDX | |
| Saba Capital Income & Opportunities Fund | Multisector Bonds | 2 | -0.40% | — | Dec 1987 | JGIAX vs BRW | |
| Western Asset Diversified Income Fund | Multisector Bonds | 5 | 1.96% | — | Jun 2021 | JGIAX vs WDI | |
| Intrepid Income Fund | Multisector Bonds | 97 | 2.32% | — | Jul 2007 | JGIAX vs ICMUX | |
| Vanguard Intermediate-Term Corporate Bond ETF | Corporate Bonds | 37 | 0.22% | 68.70B | Nov 2009 | JGIAX vs VCIT | |
| Lord Abbett Credit Opportunities Fund | Multisector Bonds | 27 | 1.40% | — | Feb 2019 | JGIAX vs LCRDX |
Compare JGIAX with Any Fund or Stock
Compare JGIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JGIAX with funds that move differently
JPMorgan Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JGIAX.
Explore JGIAX Diversifiers