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 a closer substitute for your current allocation.
Cheapest Alternatives to JGVVX
JGVVX charges 0.55% annually. There are 69 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 | JGVVX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | JGVVX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JGVVX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JGVVX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | JGVVX vs TILIX |
Best Risk-Adjusted Alternatives to JGVVX
JGVVX has a PortfoliosLab risk / return rank of 13. There are 261 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | JGVVX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | JGVVX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | JGVVX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | JGVVX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | JGVVX vs CHASX |
Top Performing JGVVX Alternatives (YTD)
JGVVX is at 2.11% YTD. There are 272 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | JGVVX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | JGVVX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | JGVVX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | JGVVX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | JGVVX vs FUMIX |
Lowest Volatility Alternatives to JGVVX
JGVVX has 16.46% 1-year volatility. There are 185 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | JGVVX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | JGVVX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | JGVVX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | JGVVX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | JGVVX vs BLUEX |
Lowest Drawdown Alternatives to JGVVX
JGVVX has a 1-year max drawdown of -15.58%. There are 230 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 | JGVVX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JGVVX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JGVVX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JGVVX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JGVVX 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 | 12 | 3.47% | — | Nov 2010 | JGVVX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 3.34% | — | Feb 1992 | JGVVX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.23% | — | Feb 1994 | JGVVX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 14 | 0.83% | — | Aug 2018 | JGVVX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 77 | 12.37% | — | Jul 1987 | JGVVX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.65% | — | Dec 2013 | JGVVX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 82 | 1.11% | — | Jun 2014 | JGVVX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 2.87% | — | Sep 1993 | JGVVX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 13 | 0.72% | — | Aug 2018 | JGVVX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 1.86% | — | Oct 1999 | JGVVX vs VHIAX |
Often Compared With JGVVX
Investors most often compare JGVVX with FXAIX, FGDKX, VGT. These 20 comparison targets span 5 categories, 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.
Pair JGVVX 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 JGVVX.
Explore JGVVX Diversifiers