JPMorgan U.S. GARP Equity Fund Class R6 (JGISX) 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 JGISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JGISX
JGISX charges 0.34% annually. There are 29 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 | JGISX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JGISX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.70B | Dec 2017 | JGISX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 378.80B | May 1998 | JGISX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | JGISX vs VIGAX |
Best Risk-Adjusted Alternatives to JGISX
JGISX has a PortfoliosLab risk / return rank of 36. There are 53 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 89 | — | Feb 1969 | JGISX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 88 | 96.10B | Nov 1984 | JGISX vs VPMCX | |
| Chase Growth Fund | 85 | — | Dec 1997 | JGISX vs CHASX | |
| Chase Growth Fund Institutional Class | 84 | — | Jan 2007 | JGISX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 81 | 32.70B | Nov 2001 | JGISX vs VHCAX |
Top Performing JGISX Alternatives (YTD)
JGISX is at 7.58% YTD. There are 83 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.30% | — | Oct 2002 | JGISX vs IOLZX | |
| Chase Growth Fund | 23.04% | — | Dec 1997 | JGISX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.99% | — | Jan 2007 | JGISX vs CHAIX | |
| Vanguard PRIMECAP Fund Investor Shares | 19.91% | 96.10B | Nov 1984 | JGISX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 19.11% | 32.70B | Nov 2001 | JGISX vs VHCAX |
Lowest Volatility Alternatives to JGISX
JGISX has 16.48% 1-year volatility. There are 156 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.78% | — | Sep 2019 | JGISX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.88% | — | Jan 2005 | JGISX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | JGISX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.33% | — | Dec 2015 | JGISX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.62% | — | Sep 2018 | JGISX vs GQEPX |
Lowest Drawdown Alternatives to JGISX
JGISX has a 1-year max drawdown of -14.49%. There are 197 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 | JGISX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JGISX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JGISX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JGISX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JGISX vs DNVYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Compare JGISX with Any Fund or Stock
Compare JGISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JGISX with funds that move differently
JPMorgan U.S. GARP Equity Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JGISX.
Explore JGISX Diversifiers