JPMorgan Growth Advantage Fund (JGVVX) Alternatives
JPMorgan Growth Advantage Fund (JGVVX) 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 JGVVX. 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 JGVVX
JGVVX charges 0.55% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among JGVVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | JGVVX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | JGVVX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | JGVVX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | JGVVX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | JGVVX vs TILIX |
Best Risk-Adjusted Alternatives to JGVVX
Among mutual funds in the Large Cap Growth Equities 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 | |
|---|---|---|---|---|
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | JGVVX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | JGVVX vs VTMGX | |
| One Rock Fund | 87 | Mar 6, 2020 | JGVVX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | JGVVX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | JGVVX vs BPTRX |
Top Performing JGVVX Alternatives (YTD)
JGVVX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.54% | Sep 28, 2018 | JGVVX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | JGVVX vs VTMGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | JGVVX vs BBLIX | |
| Iman Fund | 0.26% | Jun 30, 2000 | JGVVX vs IMANX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | JGVVX vs EFCNX |
Lowest Volatility Alternatives to JGVVX
JGVVX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | JGVVX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | JGVVX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | JGVVX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | JGVVX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | JGVVX vs PROVX |
Lowest Drawdown Alternatives to JGVVX
JGVVX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | JGVVX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | JGVVX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | JGVVX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | JGVVX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | JGVVX vs BBLIX |
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 | 25 | -8.48% | Nov 30, 2010 | JGVVX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 24 | -8.55% | Feb 28, 1992 | JGVVX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 23 | -8.59% | Feb 28, 1992 | JGVVX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 24 | -0.51% | Aug 31, 2018 | JGVVX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 48 | 1.64% | Jul 2, 1987 | JGVVX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 34 | -4.94% | Dec 13, 2013 | JGVVX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 31 | -7.67% | Sep 17, 1993 | JGVVX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 95 | -0.17% | Jun 1, 2014 | JGVVX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 22 | -0.48% | Aug 31, 2018 | JGVVX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 34 | -8.66% | Oct 29, 1999 | JGVVX vs VHIAX |
Often Compared With JGVVX
What investors most often compare with JGVVX, based on PortfoliosLab usage data.
Compare JGVVX with Any Fund or Stock
Compare JGVVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.