JPMorgan U.S. GARP Equity Fund Class A (JIGAX) 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 JIGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIGAX
JIGAX charges 0.84% annually. There are 208 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 | JIGAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | JIGAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JIGAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JIGAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | JIGAX vs VIGAX |
Best Risk-Adjusted Alternatives to JIGAX
JIGAX has a PortfoliosLab risk / return rank of 27. There are 114 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 88 | 92.00B | Nov 1984 | JIGAX vs VPMCX | |
| One Rock Fund | 88 | — | Mar 2020 | JIGAX vs ONERX | |
| Davis New York Venture Fund Class Y | 85 | — | Feb 1969 | JIGAX vs DNVYX | |
| Chase Growth Fund Institutional Class | 85 | — | Jan 2007 | JIGAX vs CHAIX | |
| Chase Growth Fund | 84 | — | Dec 1997 | JIGAX vs CHASX |
Top Performing JIGAX Alternatives (YTD)
JIGAX is at 7.39% YTD. There are 160 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | JIGAX vs ONERX | |
| ICON Equity Fund | 27.02% | — | Oct 2002 | JIGAX vs IOLZX | |
| Chase Growth Fund | 24.49% | — | Dec 1997 | JIGAX vs CHASX | |
| Chase Growth Fund Institutional Class | 24.47% | — | Jan 2007 | JIGAX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 23.49% | — | May 2008 | JIGAX vs FOCKX |
Lowest Volatility Alternatives to JIGAX
JIGAX has 16.48% 1-year volatility. There are 159 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.81% | — | Sep 2019 | JIGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.72% | — | Jan 2005 | JIGAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | JIGAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.21% | — | Dec 2015 | JIGAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.61% | — | Sep 2018 | JIGAX vs GQEPX |
Lowest Drawdown Alternatives to JIGAX
JIGAX has a 1-year max drawdown of -14.66%. There are 202 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 | JIGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JIGAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JIGAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JIGAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JIGAX 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 | 7 | 1.20% | — | Nov 2010 | JIGAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.06% | — | Feb 1992 | JIGAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 6 | 0.94% | — | Feb 1994 | JIGAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 19 | 3.29% | — | Aug 2018 | JIGAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 86 | 16.24% | — | Jul 1987 | JIGAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -0.97% | — | Dec 2013 | JIGAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 85 | 1.48% | — | Jun 2014 | JIGAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 19 | 5.29% | — | Sep 1993 | JIGAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 3.23% | — | Aug 2018 | JIGAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 8 | 1.19% | — | Oct 1999 | JIGAX vs VHIAX |
Often Compared With JIGAX
Investors most often compare JIGAX with JEPQ, FCGSX, BLUEX. These 16 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare JIGAX with Any Fund or Stock
Compare JIGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIGAX with funds that move differently
JPMorgan U.S. GARP Equity Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIGAX.
Explore JIGAX Diversifiers